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Legacy Financial Advisors, Inc.: DFIV position timeline

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

Legacy Financial Advisors, Inc. held 50,660 DFIV 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 50,660 shares
    Change vs previous 13F +1,532 shares

    0.33% of the 13F portfolio, value $2,736,634.

    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 49,128 shares
    Change vs previous 13F +1,909 shares

    0.36% of the 13F portfolio, value $2,592,973.

    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 47,219 shares
    Change vs previous 13F +1,102 shares

    0.33% of the 13F portfolio, value $2,356,239.

    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 46,117 shares
    Change vs previous 13F +4,173 shares

    0.29% of the 13F portfolio, value $2,126,923.

    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 41,944 shares
    Change vs previous 13F +1,153 shares

    0.28% of the 13F portfolio, value $1,796,479.

    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 40,791 shares
    Change vs previous 13F +7,537 shares

    0.27% of the 13F portfolio, value $1,605,516.

    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 33,254 shares
    Change vs previous 13F +4,724 shares

    0.2% of the 13F portfolio, value $1,179,868.

    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 28,530 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,086,414.

    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).