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CIK 0001720969 • 7 13F filings • Apr 23, 2025 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("legacy-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001720969-25-000003 |
| $809.9M |
| View |
| Jul 24, 2026 | Q2 2026 | 13F-HR | 0001720969-26-000004 | $1.07B | View |
| Aug 7, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004647 | $6.3M | View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0001720969-26-000003 | $848.2M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000489 | $971.6M | View |