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Livermore
Livermore
ZHEN

Legacy Advisors, LLC

SEC CIK
0001720969
Latest filing
Jul 24, 2026

NJR holding history

New Jersey Resources 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.

NJR overviewAll 13F holders of NJRFull Q2 2026 holdings

Shares (Q2 2026)
17,873
Value
$1.01M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of NJR by Legacy Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,873$1.01M0.1%00.0%UnchangedHolders
Q1 202617,873$990.1K0.1%00.0%UnchangedHolders
Q4 202517,873$832.8K0.1%00.0%UnchangedHolders
Q3 202517,873$869.1K0.1%+17,873NewHolders
Q2 20250$00.0%−17,884−100.0%Sold outHolders
Q1 202517,884$885.4K0.1%00.0%UnchangedHolders
Q4 202417,884$842.3K0.1%00.0%UnchangedHolders
Q3 202417,884$852.2K0.1%00.0%UnchangedHolders
Q2 202417,884$771.9K0.1%00.0%UnchangedHolders
Q1 202417,884$774.9K0.1%00.0%UnchangedHolders
Q4 202317,884$804.8K0.1%00.0%UnchangedHolders
Q3 202317,884$734.1K0.1%00.0%UnchangedHolders
Q2 202317,884$851.1K0.1%−1,415−7.3%ReducedHolders
Q1 202319,299$1.03M0.2%00.0%UnchangedHolders
Q4 202219,299$965.1K0.2%−350−1.8%ReducedHolders
Q3 202219,649$768.0K0.2%+350+1.8%AddedHolders
Q2 202219,299$866.0K0.2%00.0%UnchangedHolders
Q1 202219,299$892.0K0.2%00.0%UnchangedHolders
Q4 202119,299$799.0K0.3%00.0%UnchangedHolders
Q3 202119,299$679.0K0.3%+11+0.1%AddedHolders
Q2 202119,288$763.0K0.3%00.0%UnchangedHolders
Q1 202119,288$769.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.