Legacy Financial Strategies, LLC historic quarter change: USA Everything Else, Sold out
In partnership units, exchange-traded notes and anything else (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Legacy Financial Strategies, 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 1723925), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-21); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-01); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-10); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-28); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-18); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-10); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-10). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Bellecapital International Ltd. | Switzerland | $0.554B | 118 |
| Conrad Siegel Investment Advisors, Inc. | United States | $0.554B | 63 |
| Truvestments Capital LLC | United States | $0.554B | 1,176 |
| MOODY ALDRICH PARTNERS LLC | United States | $0.555B | 190 |
| STUDIO INVESTMENT MANAGEMENT LLC | United States | $0.555B | 184 |
| ARQ WEALTH ADVISORS, LLC | United States | $0.555B | 191 |
| Founders Financial Alliance, LLC | United States | $0.555B | 735 |
| CHILDRESS CAPITAL ADVISORS, LLC | United States | $0.555B | 376 |
| Heirloom Wealth Management | United States | $0.555B | 87 |
| Trivium Point Advisory, LLC | United States | $0.553B | 270 |