ADVANCED MICRO DEVICES · CUSIP 007903107 · CIK 2076068
As of 2026-06-30, Family Legacy Financial Solutions, LLC reported 59.76K AMD (shares), valued at $30.94M, or 18.87% of its reported non-derivative portfolio. Filed 2026-07-14.
Verify history & sources →Shares unchanged; reported value increased 154.54%, and weight changed +9.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 18.87% | 59,760 | SEC filing ↗Filed Jul 14, 2026 |
| Q1 2026 | 9.83% | 59,760 | SEC filing ↗Filed Apr 15, 2026 |
| Q4 2025 | 10.68% | 59,847 | SEC filing ↗Filed Jan 20, 2026 |
| Q3 2025 | 7.41% | 59,863 | SEC filing ↗Filed Oct 7, 2025 |
| Q2 2025 | 7.21% | 59,903 | SEC filing ↗Filed Jul 10, 2025 |
| Q1 2025 | Not reported | Not reported | No filing this quarter |
| Q4 2024 | Not reported | Not reported | No filing this quarter |
| Q3 2024 | Not reported | Not reported | No filing this quarter |
| Q2 2024 | Not reported | Not reported | No filing this quarter |
| Q1 2024 | Not reported | Not reported | No filing this quarter |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q3 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2025 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2025 | 7.21% | 59,903 | $8.50M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jul 10, 2025 |
| Q3 2025 | 7.41% | 59,863 | $9.69M | Shares decreased 0.07%; reported value increased 13.94%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 7, 2025 |
| Q4 2025 | 10.68% | 59,847 | $13.85M | Shares decreased 0.03%; reported value increased 43.01%, and weight changed +3.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 20, 2026 |
| Q1 2026 | 9.83% | 59,760 | $12.16M | Shares decreased 0.15%; reported value decreased 12.23%, and weight changed -0.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2026 |
| Q2 2026 | 18.87% | 59,760 | $30.94M | Shares unchanged; reported value increased 154.54%, and weight changed +9.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 14, 2026 |
Take these holdings further.
This page includes 11 of 11 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.