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Legacy Financial Advisors, Inc.: FLMI position timeline

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

Legacy Financial Advisors, Inc. held 222,089 FLMI 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 222,089 shares
    Change vs previous 13F +32,515 shares

    0.68% of the 13F portfolio, value $5,589,985.

    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 189,574 shares
    Change vs previous 13F +9,004 shares

    0.66% of the 13F portfolio, value $4,699,531.

    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 180,570 shares
    Change vs previous 13F +30,767 shares

    0.62% of the 13F portfolio, value $4,490,772.

    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 149,803 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $3,710,632.

    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).