Family Legacy Financial Solutions, LLC historic quarter change: Foreign Funds, Reduced
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), over 4 quarters from 2025-06-30 to 2026-06-30, Family Legacy Financial Solutions, LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2076068), 4 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-20); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-06-30.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Post Resch Tallon Group Inc. | United States | $0.124B | 120 |
| Vigil Wealth Management, LLC | United States | $0.124B | 75 |
| EDMP, INC. | United States | $0.124B | 71 |
| INTREPID FAMILY OFFICE LLC | United States | $0.124B | 38 |
| Ally Bridge Group (NY) LLC | United States | $0.124B | 28 |
| R.H. Dinel Investment Counsel, Inc. | United States | $0.124B | 40 |
| Marcho Partners LLP | United Kingdom | $0.124B | 5 |
| WJ Financial Advisors LLC | United States | $0.124B | 128 |
| Clarity Retirement & Wealth, LLC | United States | $0.124B | 27 |
| NorthLanding Financial Partners, LLC | United States | $0.124B | 41 |