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Legacy Financial Advisors, Inc.: DGRO position timeline

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

Legacy Financial Advisors, Inc. held 141,800 DGRO 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 141,800 shares
    Change vs previous 13F -4,007 shares

    1.31% of the 13F portfolio, value $10,747,024.

    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 145,807 shares
    Change vs previous 13F -23,616 shares

    1.43% of the 13F portfolio, value $10,232,724.

    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 169,423 shares
    Change vs previous 13F -5,872 shares

    1.63% of the 13F portfolio, value $11,761,350.

    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 175,295 shares
    Change vs previous 13F -8,513 shares

    1.64% of the 13F portfolio, value $11,934,079.

    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 183,808 shares
    Change vs previous 13F -3,286 shares

    1.84% of the 13F portfolio, value $11,752,704.

    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 187,094 shares
    Change vs previous 13F -6,690 shares

    1.93% of the 13F portfolio, value $11,558,674.

    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 193,784 shares
    Change vs previous 13F -4,452 shares

    1.97% of the 13F portfolio, value $11,886,707.

    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 198,236 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $12,427,390.

    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).