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Disclosery

Legacy Financial Advisors, Inc.: BA position timeline

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

Legacy Financial Advisors, Inc. held 10,610 BA 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 10,610 shares
    Change vs previous 13F +399 shares

    0.28% of the 13F portfolio, value $2,296,800.

    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 10,211 shares
    Change vs previous 13F +141 shares

    0.28% of the 13F portfolio, value $2,032,344.

    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 10,070 shares
    Change vs previous 13F -117 shares

    0.3% of the 13F portfolio, value $2,186,452.

    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 10,187 shares
    Change vs previous 13F -116 shares

    0.3% of the 13F portfolio, value $2,198,555.

    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 10,303 shares
    Change vs previous 13F +485 shares

    0.34% of the 13F portfolio, value $2,158,685.

    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 9,818 shares
    Change vs previous 13F -1,152 shares

    0.28% of the 13F portfolio, value $1,674,377.

    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 10,970 shares
    Change vs previous 13F +2,513 shares

    0.32% of the 13F portfolio, value $1,941,604.

    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 8,457 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,285,728.

    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).