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Legacy Advisors, LLC

SEC CIK
0001720969
Latest filing
Jul 24, 2026

SUN holding history

Sunoco LP 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.

SUN overviewAll 13F holders of SUNFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q3 2023
Holdings of SUN by Legacy Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−10,000−100.0%Sold outHolders
Q1 202410,000$602.9K0.1%00.0%UnchangedHolders
Q4 202310,000$599.3K0.1%+3,000+42.9%AddedHolders
Q3 20237,000$342.6K0.1%+7,000NewHolders