Quick Takeaways
- Legacy Edge Advisors, LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2025.
- Latest reported holdings value: $913,523,137.
- Info
- Portfolio
13F Filings History of Legacy Edge Advisors, LLC
- Latest 13F report
- Q4 2025 - 02 Feb 2026
- Value $
- $913,523,137
- Signature - Title
- Timothy Olin Urie - MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER
- Location
- Syosset, NY
- Summary
- This page shows a list of all the recent 13F filings made by Legacy Edge Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Legacy Edge Advisors, LLC reported 217 stock holdings with total value $913,523,137 as of Q4 2025. Top holdings included VCIT, IEFA, IWD, EMXC, and IWR.
Follow Filing Activity
Follow Legacy Edge Advisors, LLC and return when a new 13F portfolio filing appears.
This tracks SEC filing changes for this page using existing product update flows.
Holdings Value
What Changed
- Most recent filing was accepted on 02 Feb 2026, 12:09.
- Historical comparison will expand as more 13F quarters are available.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Official SEC Source
Backed by Form 13F
Portfolio holdings and changes are grounded in SEC Form 13F filings.
See Original Filing| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 217 | $913,523,137 | $0 | $0 | $0 | VCIT, IEFA, IWD, EMXC, IWR | 13F-HR | 02 Feb 2026, 12:09 |