Legacy Financial Advisors, Inc.: HPE position timeline

Legacy Financial Advisors, Inc. held 10,981 HPE 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 10,981 shares

   Change vs previous 13F -279 shares

   0.06% of the 13F portfolio, value $495,337.

   13F-HR 0001765380-26-000278 filed by Legacy Financial Advisors, Inc.
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 11,260 shares

   Change vs previous 13F +1,396 shares

   0.04% of the 13F portfolio, value $268,092.

   13F-HR 0001765380-26-000129 filed by Legacy Financial Advisors, Inc.
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 9,864 shares

   Change vs previous 13F -1,001 shares

   0.03% of the 13F portfolio, value $236,925.

   13F-HR 0001730810-26-000001 filed by Legacy Financial Advisors, Inc.
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 10,865 shares

   Change vs previous 13F -229 shares

   0.04% of the 13F portfolio, value $266,844.

   13F-HR 0001765380-25-000458 filed by Legacy Financial Advisors, Inc.
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 11,094 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $226,872.

   13F-HR 0001765380-25-000311 filed by Legacy Financial Advisors, Inc.
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).