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Legacy Financial Advisors, Inc.: ITOT position timeline

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

Legacy Financial Advisors, Inc. held 164,319 ITOT 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 164,319 shares
    Change vs previous 13F -4,952 shares

    3.29% of the 13F portfolio, value $26,992,628.

    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 169,271 shares
    Change vs previous 13F -8,713 shares

    3.37% of the 13F portfolio, value $24,109,231.

    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 177,984 shares
    Change vs previous 13F -10,174 shares

    3.66% of the 13F portfolio, value $26,464,367.

    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 188,158 shares
    Change vs previous 13F -10,400 shares

    3.78% of the 13F portfolio, value $27,405,142.

    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 198,558 shares
    Change vs previous 13F -5,125 shares

    4.19% of the 13F portfolio, value $26,813,283.

    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 203,683 shares
    Change vs previous 13F -6,929 shares

    4.16% of the 13F portfolio, value $24,851,382.

    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 210,612 shares
    Change vs previous 13F -5,583 shares

    4.48% of the 13F portfolio, value $27,088,877.

    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 216,195 shares
    Change vs previous 13F not available

    4.56% of the 13F portfolio, value $27,158,372.

    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).