Legacy Financial Strategies, LLC (Filer 0001723925) Submits 13F-HR Form to SEC
Legacy Financial Strategies, LLC recently submitted its 13F-HR filing with the Securities and Exchange Commission, providing insight into its investment portfolio. The filing is significant as it offers transparency into the firm’s holdings, including any changes made during the reporting period. Investors and analysts often review 13F-HR filings to track the investment strategies of various firms, gaining valuable information for their own investment decisions.
Legacy Financial Strategies, LLC is a financial advisory firm that manages investment portfolios for clients. The firm’s 13F-HR filing reveals its current investment positions in various securities, shedding light on its asset allocation and investment preferences. For more information about Legacy Financial Strategies, LLC, visit their website here.
The 13F-HR form is a quarterly filing required by the SEC of institutional investment managers with at least $100 million in assets under management. It discloses the manager’s holdings of publicly traded securities, providing details on the types of assets held and any changes to the portfolio during the reporting period. Investors use this information to track the investment decisions of institutional managers and gain insights into market trends.
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Legacy Financial Strategies, LLC (0001723925) Submits 13F-HR Filing to SEC
