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Legacy Financial Advisors, Inc.: IDHQ position timeline

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

Legacy Financial Advisors, Inc. held 53,221 IDHQ 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 53,221 shares
    Change vs previous 13F +1,648 shares

    0.28% of the 13F portfolio, value $2,326,284.

    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 51,573 shares
    Change vs previous 13F +2,936 shares

    0.26% of the 13F portfolio, value $1,824,138.

    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 48,637 shares
    Change vs previous 13F +2,661 shares

    0.24% of the 13F portfolio, value $1,709,594.

    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 45,976 shares
    Change vs previous 13F +2,727 shares

    0.21% of the 13F portfolio, value $1,547,101.

    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 43,249 shares
    Change vs previous 13F +2,474 shares

    0.22% of the 13F portfolio, value $1,426,342.

    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 40,775 shares
    Change vs previous 13F +5,448 shares

    0.2% of the 13F portfolio, value $1,220,795.

    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 35,327 shares
    Change vs previous 13F +1,022 shares

    0.17% of the 13F portfolio, value $1,000,469.

    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 34,305 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,089,513.

    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).