Family Legacy, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$301M
Signature - Title
Patrice L. Sebastian - Director
Location
Greenville, SC
Summary
This page shows a list of all the recent 13F filings made by Family Legacy, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Family Legacy, Inc. reported 122 stock holdings with total value $301M as of Q3 2024. Top holdings included AAPL, MSFT, LLY, JPM, and CAT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 122 $301M +$5.3M -$2M +$3.3M AAPL, MSFT, LLY, JPM, CAT 13F-HR 10/15/2024, 09:37 AM
Q2 2024 120 $279M +$4.22M -$4.59M -$372K MSFT, AAPL, LLY, JPM, AMAT 13F-HR 7/24/2024, 09:06 AM
Q1 2024 119 $278M +$6.63M -$8.25M -$1.62M MSFT, AAPL, JPM, LLY, CAT 13F-HR 4/24/2024, 01:40 PM
Q4 2023 117 $262M +$7.2M -$7.69M -$489K MSFT, AAPL, VMC, JPM, CAT 13F-HR 1/17/2024, 04:47 PM
Q3 2023 113 $239M +$2.1M -$1.94M +$159K AAPL, MSFT, AJG, LLY, CAT 13F-HR 10/13/2023, 04:13 PM
Q2 2023 114 $248M +$5.05M -$3.9M +$1.16M AAPL, MSFT, VMC, AJG, LOW 13F-HR 8/4/2023, 05:40 PM
Q1 2023 111 $234M +$7.09M -$53.9K +$7.03M AAPL, MSFT, KO, AJG, FPE 13F-HR 5/15/2023, 05:26 PM
Q4 2022 109 $223M +$10.7M -$6.33M +$4.39M AAPL, MSFT, JNJ, FPE, AJG 13F-HR 2/14/2023, 01:17 PM
Q3 2022 108 $199M +$7.45M -$4.81M +$2.64M AAPL, MSFT, FPE, JNJ, KO 13F-HR 11/14/2022, 12:47 PM
Q2 2022 109 $211M +$6.17M -$3.16M +$3.01M AAPL, MSFT, FPE, JNJ, KO 13F-HR 7/22/2022, 03:28 PM
Q1 2022 112 $240M +$8.29M -$4.94M +$3.36M AAPL, MSFT, FPE, JNJ, DUK Restatement 4/18/2022, 04:43 PM
Q4 2021 109 $245M +$10.3M -$2M +$8.31M AAPL, MSFT, LOW, HD, FPE 13F-HR 1/18/2022, 11:20 AM
Q3 2021 109 $222M +$4.66M -$3.93M +$731K AAPL, MSFT, FPE, JPM, HD 13F-HR 10/12/2021, 03:30 PM
Q2 2021 108 $224M +$8.23M -$5.44M +$2.8M AAPL, MSFT, FPE, HD, JPM 13F-HR 7/28/2021, 03:27 PM
Q1 2021 108 $210M +$21.8M -$12.6M +$9.17M AAPL, MSFT, FPE, HD, JPM 13F-HR 4/9/2021, 11:34 AM
Q4 2020 116 $189M +$4.43M -$17.6M -$13.1M AAPL, MSFT, HD, JPM, AJG 13F-HR 2/8/2021, 09:25 AM
Q3 2020 109 $177M +$18.2M -$11M +$7.16M AAPL, MSFT, FDT, HD, LOW 13F-HR 10/9/2020, 12:36 PM
Q2 2020 111 $166M +$13.4M -$8.59M +$4.8M AAPL, MSFT, FPE, HD, INTC 13F-HR 7/20/2020, 09:44 AM
Q1 2020 110 $139M +$2.08M -$3.24M -$1.16M MSFT, AAPL, FPE, INTC, JNJ 13F-HR 5/11/2020, 05:41 PM
Q4 2019 119 $176M +$11.7M -$1.57M +$10.1M MSFT, AAPL, JPM, FPE, HD 13F-HR 1/14/2020, 11:43 AM
Q3 2019 113 $160M +$24.8M -$518K +$24.2M MSFT, AAPL, JPM, HD, INTC 13F-HR 11/12/2019, 09:04 AM
Q2 2019 108 $128M +$4.97M -$520K +$4.45M MSFT, AAPL, JPM, HD, AJG 13F-HR 7/25/2019, 09:35 AM
Q1 2019 104 $122M +$1.61M -$3.86M -$2.25M MSFT, AAPL, INTC, DUK, CVX 13F-HR 5/6/2019, 08:33 AM
Q4 2018 172 $112M +$2.97M -$445K +$2.52M MSFT, DUK, JPM, AAPL, JNJ 13F-HR 2/14/2019, 01:54 PM
Q3 2018 173 $123M +$5.03M -$5M +$32.2K MSFT, AAPL, JPM, HD, CVX 13F-HR 11/14/2018, 08:34 AM
Q2 2018 172 $116M +$8.66M -$3.59M +$5.07M MSFT, AAPL, JPM, HD, CVX 13F-HR 8/14/2018, 07:56 AM
Q1 2018 101 $108M +$3.68M -$3.37M +$307K MSFT, AAPL, JPM, INTC, HD 13F-HR 5/15/2018, 11:06 AM
Q4 2017 102 $111M +$69.8M -$1.08M +$68.7M MSFT, AAPL, JPM, HD, INTC 13F-HR 2/1/2018, 10:21 AM
Q3 2017 40 $39.3M +$1.64M -$64.1M -$62.4M MSFT, DWDP, INTC, AAPL, JPM 13F-HR 11/15/2017, 09:49 AM
Q2 2017 101 $99.6M +$6.17M -$3.59M +$2.58M AAPL, MSFT, JPM, DUK, JNJ 13F-HR 7/11/2017, 01:47 PM
Q1 2017 94 $95.9M $0 $0 AAPL, MSFT, DUK, JPM, JNJ 13F-HR 5/9/2017, 09:37 AM