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Disclosery

Legacy Financial Advisors, Inc.: GEHC position timeline

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

Legacy Financial Advisors, Inc. held 12,419 GEHC 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 12,419 shares
    Change vs previous 13F +57 shares

    0.1% of the 13F portfolio, value $794,925.

    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 12,362 shares
    Change vs previous 13F -908 shares

    0.12% of the 13F portfolio, value $879,906.

    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 13,270 shares
    Change vs previous 13F +1,804 shares

    0.15% of the 13F portfolio, value $1,088,395.

    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 11,466 shares
    Change vs previous 13F +1,813 shares

    0.12% of the 13F portfolio, value $861,126.

    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 9,653 shares
    Change vs previous 13F +6,842 shares

    0.11% of the 13F portfolio, value $715,020.

    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 2,811 shares
    Change vs previous 13F -16 shares

    0.04% of the 13F portfolio, value $226,896.

    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 2,827 shares
    Change vs previous 13F +676 shares

    0.04% of the 13F portfolio, value $221,031.

    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 2,151 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $201,887.

    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).