Legacy Edge Advisors, LLC
All 13F Filings
- Location
- Syosset, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,088,556
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 239 | 1,088,556 | 13F-HR/A - RESTATEMENT | Legacy Edge Advisors, LLC |
| Q2 2026 | 8/10/2026 | 198 | 748,869 | 13F-HR | Legacy Edge Advisors, LLC |
| Q1 2026 | 5/11/2026 | 223 | 951,362 | 13F-HR | Legacy Edge Advisors, LLC |
| Q4 2025 | 2/2/2026 | 217 | 913,523 | 13F-HR | Legacy Edge Advisors, LLC |
| Q3 2025 | 8/26/2026 | 203 | 848,810 | 13F-HR | Legacy Edge Advisors, LLC |
| Q2 2025 | 8/17/2026 | 198 | 748,869 | 13F-HR | Legacy Edge Advisors, LLC |
| Q1 2025 | 8/17/2026 | 181 | 640,951 | 13F-HR | Legacy Edge Advisors, LLC |
| Q4 2024 | 8/17/2026 | 177 | 629,994 | 13F-HR | Legacy Edge Advisors, LLC |
| Q3 2024 | 8/17/2026 | 183 | 625,981 | 13F-HR | Legacy Edge Advisors, LLC |
| Q2 2024 | 8/17/2026 | 175 | 542,713 | 13F-HR | Legacy Edge Advisors, LLC |
| Q1 2024 | 8/17/2026 | 164 | 479,866 | 13F-HR | Legacy Edge Advisors, LLC |
| Q4 2023 | 8/17/2026 | 158 | 437,000 | 13F-HR | Legacy Edge Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 152.3 K | 14.0% | 19.58 K | 0 | 19.58 K |
| ETFs | 936.2 K | 86.0% | 117.6 K | 0 | 117.6 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
1,088,556
Holdings
239
QoQ value change ($000)
137,194
(14.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.