Skip to main content

Legacy Wealth Advisors, LLC

SEC CIK
0002111463
Latest filing
Aug 14, 2026

ET holding history

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

ET overviewAll 13F holders of ETFull Q2 2026 holdings

Shares (Q2 2026)
15,417
Value
$294.8K
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of ET by Legacy Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,417$294.8K0.1%+1,232+8.7%AddedHolders
Q1 202614,185$273.8K0.1%00.0%UnchangedHolders
Q4 202514,185$233.9K0.2%–No prior filingHolders