Legacy Financial Advisors, Inc.: PAYX position timeline

Legacy Financial Advisors, Inc. held 2,116 PAYX 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 2,116 shares

   Change vs previous 13F +2,116 shares

   0.03% of the 13F portfolio, value $208,066.

   13F-HR 0001765380-26-000278 filed by Legacy Financial Advisors, Inc.
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -4,619 shares

   13F-HR 0001765380-25-000311 filed by Legacy Financial Advisors, Inc.
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-03-31

   13F 4,619 shares

   Change vs previous 13F -25 shares

   0.12% of the 13F portfolio, value $712,636.

   13F-HR 0001765380-25-000226 filed by Legacy Financial Advisors, Inc.
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 4,644 shares

   Change vs previous 13F -274 shares

   0.11% of the 13F portfolio, value $651,164.

   13F-HR 0001765380-25-000099 filed by Legacy Financial Advisors, Inc.
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 4,918 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $659,895.

   13F-HR 0001765380-24-000455 filed by Legacy Financial Advisors, Inc.
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).