Legacy Edge Advisors, LLC quarter change: Foreign Funds, Sold out
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), from the quarter ended 2026-03-31 to 2026-06-30, Legacy Edge Advisors, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2105396): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-11). 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; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Inscription Capital, LLC | United States | $0.951B | 715 |
| DOCK STREET ASSET MANAGEMENT INC | United States | $0.951B | 58 |
| SUMMIT WEALTH GROUP LLC / CO | United States | $0.950B | 339 |
| Wellesley Asset Management | United States | $0.953B | 54 |
| Discipline Wealth Solutions, LLC | United States | $0.950B | 192 |
| CVA Family Office, LLC | United States | $0.950B | 1,840 |
| ISTHMUS PARTNERS, LLC | United States | $0.953B | 218 |
| STEEL GROVE CAPITAL ADVISORS, LLC | United States | $0.949B | 221 |
| Gemsstock Ltd. | United Kingdom | $0.949B | 28 |
| HBW ADVISORY SERVICES LLC | United States | $0.949B | 444 |