Legacy Advisory Services, LLC has filed its quarterly 13F-HR report with the SEC, detailing its institutional investment holdings as of September 30, 2026. This filing is important as it provides insight into the company’s investment strategy and positions within the market.
Legacy Advisory Services, LLC is based in Exton, Pennsylvania, and operates under the CIK number 0002068847. The company primarily engages in investment management, and this filing is part of its ongoing regulatory obligations. The recent filing history includes multiple 13F-HR submissions, with the latest being filed on October 20, 2026.
The filing states, "Filing Date: 2026-10-20" and indicates that the report covers the period ending September 30, 2026. This quarterly report is crucial for institutional managers as it reflects their investment decisions and holdings.
This update may affect various stakeholders, including clients, investors, and competitors in the investment management industry. By analyzing the holdings reported, other firms can adjust their strategies accordingly.
The filing does not specify what happens next, leaving it to market participants to interpret the implications of the reported holdings.
Filing Details
The filing was accepted by the SEC on the same day it was submitted, October 20, 2026, at 13:53:46. This timely submission reflects the company's commitment to transparency and compliance with regulatory standards.
Legacy Advisory Services, LLC's mailing and business address is listed as 658 Exton Commons, Exton, PA 19341. The firm operates under the Employer Identification Number (EIN) 261739414 and is incorporated in the state of Pennsylvania.
Company Information
In addition to its investment management activities, Legacy Advisory Services, LLC is categorized under the SEC filing type 13F-HR, which is specifically for institutional investment managers. The firm’s fiscal year ends on December 31, aligning with many financial institutions.
The filing includes a total of two documents, which consist of the primary report and an information table, detailing the specific holdings and positions of the firm as of the reporting date.
While the filing provides a wealth of information regarding the company's investment strategy, it does not disclose specific details about the individual securities held or the overall investment performance during the reporting period.