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Legacy Financial Advisors, Inc.: DGRW position timeline

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

Legacy Financial Advisors, Inc. held 732,660 DGRW 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 732,660 shares
    Change vs previous 13F +10,244 shares

    8.54% of the 13F portfolio, value $70,056,996.

    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 722,416 shares
    Change vs previous 13F -95,909 shares

    8.87% of the 13F portfolio, value $63,457,014.

    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 818,325 shares
    Change vs previous 13F -133 shares

    10.12% of the 13F portfolio, value $73,182,765.

    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 818,458 shares
    Change vs previous 13F -2,034 shares

    10.03% of the 13F portfolio, value $72,809,987.

    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 820,492 shares
    Change vs previous 13F +16,831 shares

    10.73% of the 13F portfolio, value $68,707,998.

    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 803,661 shares
    Change vs previous 13F +18,887 shares

    10.73% of the 13F portfolio, value $64,180,358.

    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 784,774 shares
    Change vs previous 13F -272 shares

    10.5% of the 13F portfolio, value $63,511,795.

    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 785,046 shares
    Change vs previous 13F not available

    10.97% of the 13F portfolio, value $65,323,649.

    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).