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Legacy Wealth Advisors, LLC

SEC CIK
0002111463
Latest filing
Aug 14, 2026

ULS holding history

UL Solutions Inc. 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.

ULS overviewAll 13F holders of ULSFull Q2 2026 holdings

Shares (Q2 2026)
2,995
Value
$305.1K
% of portfolio
0.1%
Quarters held
1
Since Q2 2026
Holdings of ULS by Legacy Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,995$305.1K0.1%+2,995NewHolders