Legacy Financial Advisors, Inc.: PCG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Financial Advisors, Inc. on PCG, newest first. How the timeline and the estimate are built.
Legacy Financial Advisors, Inc. held 34,536 PCG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 34,536 sharesChange vs previous 13F -608 shares
0.07% of the 13F portfolio, value $580,895.
13F-HR 0001765380-26-000278 filed by Legacy Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 35,144 sharesChange vs previous 13F +5,930 shares
0.09% of the 13F portfolio, value $617,480.
13F-HR 0001765380-26-000129 filed by Legacy Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 29,214 sharesChange vs previous 13F +14,778 shares
0.06% of the 13F portfolio, value $469,469.
13F-HR 0001730810-26-000001 filed by Legacy Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 14,436 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $217,695.
13F-HR 0001765380-25-000458 filed by Legacy Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).