Legacy Financial Advisors, Inc.: CNC position timeline

Legacy Financial Advisors, Inc. held 9,872 CNC 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 9,872 shares

   Change vs previous 13F -492 shares

   0.08% of the 13F portfolio, value $633,684.

   13F-HR 0001765380-26-000278 filed by Legacy Financial Advisors, Inc.
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 10,364 shares

   Change vs previous 13F -1,230 shares

   0.05% of the 13F portfolio, value $339,317.

   13F-HR 0001765380-26-000129 filed by Legacy Financial Advisors, Inc.
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 11,594 shares

   Change vs previous 13F +11,594 shares

   0.07% of the 13F portfolio, value $477,093.

   13F-HR 0001730810-26-000001 filed by Legacy Financial Advisors, Inc.
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -13,298 shares

   13F-HR 0001765380-25-000458 filed by Legacy Financial Advisors, Inc.
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2025-06-30

   13F 13,298 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $721,815.

   13F-HR 0001765380-25-000311 filed by Legacy Financial Advisors, Inc.
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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