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Legacy Financial Advisors, Inc.: AAPL position timeline

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

Legacy Financial Advisors, Inc. held 90,105 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,105 shares
    Change vs previous 13F +5,527 shares

    3.18% of the 13F portfolio, value $26,072,927.

    13F-HR 0001765380-26-000278 filed by Legacy Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 84,578 shares
    Change vs previous 13F -1,455 shares

    3% of the 13F portfolio, value $21,464,940.

    13F-HR 0001765380-26-000129 filed by Legacy Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 86,033 shares
    Change vs previous 13F +4,657 shares

    3.24% of the 13F portfolio, value $23,389,049.

    13F-HR 0001730810-26-000001 filed by Legacy Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 81,376 shares
    Change vs previous 13F +4,588 shares

    2.85% of the 13F portfolio, value $20,720,748.

    13F-HR 0001765380-25-000458 filed by Legacy Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 76,788 shares
    Change vs previous 13F -5,755 shares

    2.46% of the 13F portfolio, value $15,754,654.

    13F-HR 0001765380-25-000311 filed by Legacy Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 82,543 shares
    Change vs previous 13F +2,361 shares

    3.07% of the 13F portfolio, value $18,335,272.

    13F-HR 0001765380-25-000226 filed by Legacy Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 80,182 shares
    Change vs previous 13F +1,130 shares

    3.32% of the 13F portfolio, value $20,079,059.

    13F-HR 0001765380-25-000099 filed by Legacy Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 79,052 shares
    Change vs previous 13F not available

    3.09% of the 13F portfolio, value $18,419,017.

    13F-HR 0001765380-24-000455 filed by Legacy Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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