LEVEL FOUR ADVISORY SERVICES, LLC

Position in LGN — Legence Corp.

CIK 1696715 DALLAS, TX

Position in LGN

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$294,469

+$79,470 QoQ

Shares Held

3,455

-9.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#211

of 263 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

LEVEL FOUR ADVISORY SERVICES, LLC holds $7,128,173 across 6 Engineering & Construction names. LGN ranks #6 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FIX	Comfort Systems USA Inc	1,863	$3,692,372
2	EME	EMCOR Group, Inc.	1,935	$1,605,817
3	MTZ	Mastec Inc	1,538	$639,900
4	J	Jacobs Solutions Inc.	4,279	$539,154
5	FLR	Fluor Corp	6,804	$356,461
6	LGN	Legence Corp. This page	3,455	$294,469

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$294,469	3,455	-9.3%	Shares	Sole	2026-08-10
2026-03-31	$214,999	3,808	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.