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Disclosery

Legacy Financial Advisors, Inc.: FISV position timeline

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

Legacy Financial Advisors, Inc. held 23,449 FISV 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 23,449 shares
    Change vs previous 13F -22 shares

    0.14% of the 13F portfolio, value $1,150,164.

    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 23,471 shares
    Change vs previous 13F +1,892 shares

    0.18% of the 13F portfolio, value $1,309,671.

    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 21,579 shares
    Change vs previous 13F +14,636 shares

    0.2% of the 13F portfolio, value $1,449,448.

    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 6,943 shares
    Change vs previous 13F +1,719 shares

    0.12% of the 13F portfolio, value $895,135.

    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 5,224 shares
    Change vs previous 13F +2,987 shares

    0.14% of the 13F portfolio, value $900,635.

    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 2,237 shares
    Change vs previous 13F +237 shares

    0.08% of the 13F portfolio, value $493,953.

    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 2,000 shares
    Change vs previous 13F -173 shares

    0.07% of the 13F portfolio, value $410,799.

    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 2,173 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $390,344.

    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).