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Legacy Financial Advisors, Inc.: MUNI position timeline

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

Legacy Financial Advisors, Inc. held 24,729 MUNI 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 24,729 shares
    Change vs previous 13F -575 shares

    0.16% of the 13F portfolio, value $1,300,745.

    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 25,304 shares
    Change vs previous 13F -741 shares

    0.18% of the 13F portfolio, value $1,320,616.

    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 26,045 shares
    Change vs previous 13F -1,141 shares

    0.19% of the 13F portfolio, value $1,365,018.

    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 27,186 shares
    Change vs previous 13F -19,735 shares

    0.2% of the 13F portfolio, value $1,421,284.

    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 46,921 shares
    Change vs previous 13F -3,068 shares

    0.38% of the 13F portfolio, value $2,409,863.

    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 49,989 shares
    Change vs previous 13F -2,836 shares

    0.43% of the 13F portfolio, value $2,576,933.

    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 52,825 shares
    Change vs previous 13F -6,730 shares

    0.45% of the 13F portfolio, value $2,732,637.

    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 59,555 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $3,155,224.

    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).