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Legacy Financial Advisors, Inc.: GQI position timeline

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

Legacy Financial Advisors, Inc. held 214,000 GQI 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 214,000 shares
    Change vs previous 13F +4,301 shares

    1.54% of the 13F portfolio, value $12,662,380.

    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 209,699 shares
    Change vs previous 13F -20,475 shares

    1.61% of the 13F portfolio, value $11,501,587.

    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 230,174 shares
    Change vs previous 13F -131,259 shares

    1.82% of the 13F portfolio, value $13,134,860.

    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 361,433 shares
    Change vs previous 13F +20,671 shares

    2.79% of the 13F portfolio, value $20,258,154.

    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 340,762 shares
    Change vs previous 13F +11,242 shares

    2.86% of the 13F portfolio, value $18,295,503.

    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 329,520 shares
    Change vs previous 13F +5,254 shares

    2.83% of the 13F portfolio, value $16,914,255.

    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 324,266 shares
    Change vs previous 13F +12,188 shares

    2.92% of the 13F portfolio, value $17,633,125.

    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 312,078 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $16,952,004.

    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).