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Legacy Investment Solutions, LLC Info

Legacy Investment Solutions, LLC info

Legacy Investment Solutions, LLC (SEC CIK 2044858) first filed with the SEC on 2024-11-15 (Form 13F-HR) and has filed 7 times since, including 3 Form 13F-HR quarterly holdings reports. It is organized in ID and registered at 13965 CHINDEN BLVD, #100, BOISE, ID, 83709.

  • Name: Value Legacy Investment Solutions, LLC.
  • SEC CIK: Value 2044858.
  • State of organization: Value ID.
  • Business address: Value 13965 CHINDEN BLVD, #100, BOISE, ID, 83709.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameLegacy Investment Solutions, LLC
SEC CIK2044858
State of organizationID
Business address13965 CHINDEN BLVD, #100, BOISE, ID, 83709
Mailing address13965 CHINDEN BLVD, #100, BOISE, ID, 83709
Phone2089250006
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2024-11-15 (Form 13F-HR)
Latest SEC filing2026-08-13 (Form N-PX)
Filings on EDGAR7
First Form 13F-HR2024-11-15 (quarter ended 2024-09-30)
Latest Form 13F-HR2025-08-06 (quarter ended 2025-06-30)
Form 13F-HR filings3

Filings by Form

FormFilingsLatest
13F-HR32025-08-06
N-PX22026-08-13
13F-NT22026-08-13

Filings by Year

YearFilingsForm 13F-HR
202630
202532
202411

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