Legacy Advisors, LLC

SEC CIK: 0001720969
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

BN holding history

BROOKFIELD Corp in every 13F filed by Legacy Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BN overview All 13F holders of BN Full Q2 2026 holdings

Shares (Q2 2026): 9,161
Value: $390.5K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of BN by Legacy Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	9,161	$390.5K	<0.1%	−94−1.0%	Reduced	Holders
Q1 2026	9,255	$374.2K	<0.1%	+271+3.0%	Added	Holders
Q4 2025	8,984	$412.7K	<0.1%	+6,035+204.6%	Added	Holders
Q3 2025	2,949	$202.2K	<0.1%	+2,949	New	Holders