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Legacy Financial Advisors, Inc.: JMUB position timeline

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

Legacy Financial Advisors, Inc. held 230,771 JMUB 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 230,771 shares
    Change vs previous 13F +5,051 shares

    1.42% of the 13F portfolio, value $11,689,692.

    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 225,720 shares
    Change vs previous 13F -229 shares

    1.58% of the 13F portfolio, value $11,283,744.

    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 225,949 shares
    Change vs previous 13F -235 shares

    1.58% of the 13F portfolio, value $11,410,444.

    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 226,184 shares
    Change vs previous 13F -79,663 shares

    1.57% of the 13F portfolio, value $11,415,485.

    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 305,847 shares
    Change vs previous 13F +976 shares

    2.37% of the 13F portfolio, value $15,182,234.

    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 304,871 shares
    Change vs previous 13F +11,051 shares

    2.55% of the 13F portfolio, value $15,243,559.

    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 293,820 shares
    Change vs previous 13F +10,672 shares

    2.44% of the 13F portfolio, value $14,735,068.

    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 283,148 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $14,516,979.

    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).