Storen Legacy Partners, LLC
All 13F Filings
- Location
- Zionsville, IN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 366,805
- Description
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- Website
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- 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 | 7/17/2026 | 116 | 366,805 | 13F-HR | Storen Legacy Partners, LLC |
| Q1 2026 | 4/22/2026 | 102 | 318,990 | 13F-HR | Storen Legacy Partners, LLC |
| Q4 2025 | 3/5/2026 | 77 | 318,767 | 13F-HR | Storen Legacy Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 69.16 K | 18.9% | 5.602 K | 0 | 5.602 K |
| ETFs | 297.4 K | 81.1% | 41.96 K | 0 | 41.96 K |
| Debt | 257 | 0.1% | 257 | 0 | 257 |
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Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
366,805
Holdings
116
QoQ value change ($000)
47,815
(15.0%)
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.