Legacy Advisory Services, LLC

Business address
658 Exton Commons, Exton, PA, 19341
Top securities (13F)
SHV, SPLG, SGOV, USMV, QUAL, IWX, IVV, MGC, IWM, SPTM, IWL, IOO, AOR, LGLV, VTWO, AVGO, SHOP, BLK, EWBC, and MGK
State of incorporation
PA
Fiscal year end
31 December
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Legacy Advisory Services, LLC has filed 10 SEC EDGAR filings since 19 May 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 30 Oct 2025 30 Sep 2025 028-25615
13F-HR/A Open Document Open Filing 30 Oct 2025 30 Jun 2024 028-25615
13F-HR Open Document Open Filing 17 Oct 2025 31 Dec 2024 028-25615
13F-HR Open Document Open Filing 17 Oct 2025 30 Sep 2024 028-25615
13F-HR Open Document Open Filing 17 Oct 2025 30 Jun 2024 028-25615
13F-HR Open Document Open Filing 17 Oct 2025 31 Mar 2024 028-25615
13F-HR Open Document Open Filing 17 Oct 2025 31 Dec 2023 028-25615
N-PX Open Document Open Filing 29 Aug 2025 30 Jun 2025 028-25615
13F-HR Open Document Open Filing 14 Aug 2025 30 Jun 2025 028-25615
13F-HR Open Document Open Filing 19 May 2025 31 Mar 2025 028-25615