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Legacy Wealth Advisors, LLC

SEC CIK
0002111463
Latest filing
Aug 14, 2026

SUN holding history

Sunoco 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.

SUN overviewAll 13F holders of SUNFull Q2 2026 holdings

Shares (Q2 2026)
3,284
Value
$221.7K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of SUN by Legacy Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,284$221.7K0.1%00.0%UnchangedHolders
Q1 20263,284$213.4K0.1%+3,284NewHolders