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Legacy Financial Advisors, Inc.: CLSK position timeline

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

Legacy Financial Advisors, Inc. held 27,233 CLSK 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 27,233 shares
    Change vs previous 13F -9,989 shares

    0.05% of the 13F portfolio, value $396,240.

    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 37,222 shares
    Change vs previous 13F -25,385 shares

    0.04% of the 13F portfolio, value $316,759.

    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 62,607 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $633,583.

    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 62,607 shares
    Change vs previous 13F -67 shares

    0.13% of the 13F portfolio, value $907,802.

    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 62,674 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $691,294.

    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 62,674 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $421,169.

    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 62,674 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $577,228.

    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).