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Disclosery

Family Legacy Financial Solutions, LLC: USFR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Family Legacy Financial Solutions, LLC on USFR, newest first. How the timeline and the estimate are built.

Family Legacy Financial Solutions, LLC held 138,051 USFR shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 138,051 shares
    Change vs previous 13F -13,631 shares

    4.03% of the 13F portfolio, value $6,956,368.

    13F-HR 0002076068-26-000004 filed by Family Legacy Financial Solutions, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 151,682 shares
    Change vs previous 13F -59,005 shares

    4.66% of the 13F portfolio, value $7,637,190.

    13F-HR 0002076068-26-000003 filed by Family Legacy Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 210,687 shares
    Change vs previous 13F -114,911 shares

    8.59% of the 13F portfolio, value $10,605,986.

    13F-HR 0002076068-26-000002 filed by Family Legacy Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 325,598 shares
    Change vs previous 13F -100,070 shares

    12.63% of the 13F portfolio, value $16,384,000.

    13F-HR 0002076068-26-000001 filed by Family Legacy Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 425,668 shares
    Change vs previous 13F +48,306 shares

    16.38% of the 13F portfolio, value $21,398,325.

    13F-HR 0002076068-25-000002 filed by Family Legacy Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 377,362 shares
    Change vs previous 13F not available

    16.1% of the 13F portfolio, value $18,985,115.

    13F-HR 0002076068-25-000001 filed by Family Legacy Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).