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CIK 0002068847 • 13 13F filings • May 19, 2025 – Oct 20, 2026
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=jivedata("legacy-advisory-services-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 |
| 0001172661-25-004320 |
| $117.3M |
| View |
| Oct 17, 2025 | Q4 2023 | 13F-HR | 0001172661-25-004316 | $94.8M | View |
| Oct 30, 2025 | Q3 2025 | 13F-HR | 0001172661-25-004508 | $132.8M | View |
| Oct 17, 2025 | Q3 2024 | 13F-HR | 0001172661-25-004319 | $116.4M | View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002710 | $142.1M | View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003440 | $126.1M | View |
| Oct 30, 2025 | Q2 2024 | 13F-HR/A | 0001172661-25-004507 | $109.3M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001694 | $131.0M | View |
| May 19, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002415 | $118.4M | View |
| Oct 17, 2025 | Q1 2024 | 13F-HR | 0001172661-25-004317 | $105.5M | View |