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Disclosery

Legacy Financial Advisors, Inc.: ICE position timeline

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

Legacy Financial Advisors, Inc. held 9,085 ICE 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 9,085 shares
    Change vs previous 13F -178 shares

    0.14% of the 13F portfolio, value $1,118,467.

    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 9,263 shares
    Change vs previous 13F +716 shares

    0.2% of the 13F portfolio, value $1,456,872.

    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 8,547 shares
    Change vs previous 13F +1,404 shares

    0.19% of the 13F portfolio, value $1,384,235.

    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 7,143 shares
    Change vs previous 13F +596 shares

    0.17% of the 13F portfolio, value $1,203,393.

    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 6,547 shares
    Change vs previous 13F +4,825 shares

    0.19% of the 13F portfolio, value $1,201,090.

    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 1,722 shares
    Change vs previous 13F +4 shares

    0.05% of the 13F portfolio, value $297,115.

    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 1,718 shares
    Change vs previous 13F -228 shares

    0.04% of the 13F portfolio, value $256,060.

    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 1,946 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $312,671.

    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).