Legacy Financial Advisors, Inc.: DB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Financial Advisors, Inc. on DB, newest first. How the timeline and the estimate are built.
Legacy Financial Advisors, Inc. held 6,526 DB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 6,526 sharesChange vs previous 13F -372 shares
0.03% of the 13F portfolio, value $220,318.
13F-HR 0001765380-26-000278 filed by Legacy Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,898 sharesChange vs previous 13F -1,230 shares
0.03% of the 13F portfolio, value $205,422.
13F-HR 0001765380-26-000129 filed by Legacy Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,128 sharesChange vs previous 13F -266 shares
0.04% of the 13F portfolio, value $313,416.
13F-HR 0001730810-26-000001 filed by Legacy Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,394 sharesChange vs previous 13F +1,412 shares
0.04% of the 13F portfolio, value $297,232.
13F-HR 0001765380-25-000458 filed by Legacy Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,982 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $204,433.
13F-HR 0001765380-25-000311 filed by Legacy Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).