Current Market Value 150,519,502
Current Holdings 171
Most Recent File Date 2025-07-16
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Legend Financial Advisors, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

Add This Fund
to your dashboard

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-16 2025-06-30 13F-HR 171 150,520
2025-05-14 2025-03-31 13F-HR 37 136,129
2025-01-07 2024-12-31 13F-HR 267 141,726
2024-10-18 2024-09-30 13F-HR 157 144,858
2024-07-26 2024-06-30 13F-HR 292 140,938
2024-04-17 2024-03-31 13F-HR 185 138,001
2024-01-31 2023-12-31 13F-HR 193 124,423
2023-11-13 2023-09-30 13F-HR 188 117,202
2023-08-09 2023-06-30 13F-HR 207 119,818
2023-04-26 2023-03-31 13F-HR 229 119,061
2023-01-30 2022-12-31 13F-HR 243 114,414
2022-11-18 2022-09-30 13F-HR 233 106,421,608
2022-08-08 2022-06-30 13F-HR 31 96,776
2022-05-12 2022-03-31 13F-HR 39 157,419
2022-02-14 2021-12-31 13F-HR 41 143,354
2021-11-15 2021-09-30 13F-HR 39 157,419
2021-08-02 2021-06-30 13F-HR 37 155,377
2021-05-17 2021-03-31 13F-HR 15 13,179
2021-02-16 2020-12-31 13F-HR 28 123,407
2020-11-12 2020-09-30 13F-HR 29 126,420
2020-08-18 2020-06-30 13F-HR 29 158,993
2020-05-15 2020-03-31 13F-HR 29 111,376
2020-02-20 2019-12-31 13F-HR 30 117,108
2019-12-23 2019-09-30 13F-HR 33 117,668
2019-08-13 2019-06-30 13F-HR 34 113,535
2019-08-08 2019-03-31 13F-HR 34 91,050
2019-08-08 2018-12-31 13F-HR 27 68,201