Advertisement
Screener

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC Last Quarter Change: USA Funds, Sold Out

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC quarter change: USA Funds, Sold out

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, LEGACY FINANCIAL INDEPENDENT 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 2131510): 2026-03-31 (filed 2026-05-05) and 2026-06-30 (filed 2026-08-10). 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 NameCountry13F ValueHoldings
Westview Management dba Westview Investment AdvisorsUnited States$0.192B70
LM Asset Management Inc.Canada$0.192B10
Gross & Hartman Investments LLCUnited States$0.192B73
Client First Investment Management LLCUnited States$0.192B16
Keystone Financial Group, Inc.United States$0.192B134
Kintayl Capital LPUnited States$0.192B54
CLARK FINANCIAL SERVICES GROUP INC /BDUnited States$0.192B187
Sharp Capital Gestora de Recursos Ltda.Brazil$0.192B7
KRM WEALTH MANAGEMENT L.L.C.United States$0.192B43
Intelligent Financial StrategiesUnited States$0.192B62