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Legacy Financial Advisors, Inc.: ACN position timeline

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

Legacy Financial Advisors, Inc. held 6,616 ACN 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 6,616 shares
    Change vs previous 13F +1,636 shares

    0.1% of the 13F portfolio, value $823,289.

    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 4,980 shares
    Change vs previous 13F +2,735 shares

    0.14% of the 13F portfolio, value $987,447.

    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 2,245 shares
    Change vs previous 13F +282 shares

    0.08% of the 13F portfolio, value $602,283.

    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 1,963 shares
    Change vs previous 13F -1,622 shares

    0.07% of the 13F portfolio, value $483,991.

    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 3,585 shares
    Change vs previous 13F -302 shares

    0.17% of the 13F portfolio, value $1,071,401.

    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 3,887 shares
    Change vs previous 13F -96 shares

    0.2% of the 13F portfolio, value $1,212,762.

    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 3,983 shares
    Change vs previous 13F +124 shares

    0.23% of the 13F portfolio, value $1,401,012.

    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 3,859 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,364,052.

    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).