Legacy Financial Advisors, Inc.: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Financial Advisors, Inc. on DIS, newest first. How the timeline and the estimate are built.
Legacy Financial Advisors, Inc. held 14,292 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 14,292 sharesChange vs previous 13F +1,431 shares
0.17% of the 13F portfolio, value $1,375,574.
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 12,861 sharesChange vs previous 13F -1,433 shares
0.17% of the 13F portfolio, value $1,239,512.
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 14,294 sharesChange vs previous 13F +1,281 shares
0.22% of the 13F portfolio, value $1,626,269.
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 13,013 sharesChange vs previous 13F -432 shares
0.21% of the 13F portfolio, value $1,490,025.
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 13,445 sharesChange vs previous 13F +442 shares
0.26% of the 13F portfolio, value $1,667,366.
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).
- period ended2025-03-3113F 13,003 sharesChange vs previous 13F -33 shares
0.21% of the 13F portfolio, value $1,283,437.
13F-HR 0001765380-25-000226 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 ended2024-12-3113F 13,036 sharesChange vs previous 13F +941 shares
0.24% of the 13F portfolio, value $1,451,602.
13F-HR 0001765380-25-000099 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 ended2024-09-3013F 12,095 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $1,163,455.
13F-HR 0001765380-24-000455 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).