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Disclosery

Legacy Financial Advisors, Inc.: DISV position timeline

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

Legacy Financial Advisors, Inc. held 43,156 DISV 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 43,156 shares
    Change vs previous 13F +1,381 shares

    0.21% of the 13F portfolio, value $1,731,830.

    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 41,775 shares
    Change vs previous 13F +2,941 shares

    0.23% of the 13F portfolio, value $1,647,595.

    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 38,834 shares
    Change vs previous 13F -385 shares

    0.2% of the 13F portfolio, value $1,475,706.

    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 39,219 shares
    Change vs previous 13F +1,481 shares

    0.19% of the 13F portfolio, value $1,399,714.

    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 37,738 shares
    Change vs previous 13F +547 shares

    0.19% of the 13F portfolio, value $1,241,950.

    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 37,191 shares
    Change vs previous 13F +3,609 shares

    0.18% of the 13F portfolio, value $1,082,991.

    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 33,582 shares
    Change vs previous 13F -1,363 shares

    0.15% of the 13F portfolio, value $892,272.

    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 34,945 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,015,497.

    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).