Loading…
CIK 0001723925 • 7 13F filings • Apr 8, 2025 – Oct 15, 2026
Import this data to Google Sheets with:
=jivedata("legacy-financial-strategies-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 |
| 0001723925-25-000003 |
| $553.7M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001723925-26-000008 | $645.7M | View |
| Jul 10, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003723 | $509.6M | View |
| May 1, 2026 | Q1 2026 | 13F-HR | 0001723925-26-000004 | $554.2M | View |
| Apr 8, 2025 | Q1 2025 | 13F-HR | 0001085146-25-001918 | $458.6M | View |