Legacy Financial Strategies, LLC
Position in SPH — Suburban Propane Partners LP
CIK 1723925
OVERLAND PARK, KS
Position in SPH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$239,400
-$36,260 QoQ
Shares Held
14,000
0.0% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#68
of 144 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPH Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Legacy Financial Strategies, LLC holds $3,371,440 across 2 Utilities - Regulated Gas names. SPH ranks #2 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
18,181 | $3,132,040 | |
| 2 | SPH |
Suburban Propane Partners LP
This page
|
14,000 | $239,400 |
All Filings in SPH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,400 | 14,000 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $275,660 | 14,000 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $259,560 | 14,000 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $261,100 | 14,000 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $259,420 | 14,000 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $294,140 | 14,000 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $240,800 | 14,000 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $251,160 | 14,000 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $265,860 | 14,000 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $347,310 | 17,000 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $365,856 | 20,600 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $332,235 | 20,700 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $306,360 | 20,700 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $317,124 | 20,700 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $314,226 | 20,700 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $332,605 | 22,100 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $337,246 | 22,100 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $355,810 | 22,100 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $323,765 | 22,100 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $343,840 | 22,400 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $343,616 | 22,400 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $331,968 | 22,400 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $332,864 | 22,400 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $364,672 | 22,400 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $320,320 | 22,400 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $309,666 | 21,900 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||