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Legacy Financial Advisors, Inc.: PG position timeline

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

Legacy Financial Advisors, Inc. held 82,311 PG 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 82,311 shares
    Change vs previous 13F -4,509 shares

    1.47% of the 13F portfolio, value $12,070,137.

    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 86,820 shares
    Change vs previous 13F +5,075 shares

    1.75% of the 13F portfolio, value $12,540,269.

    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 81,745 shares
    Change vs previous 13F +7,201 shares

    1.62% of the 13F portfolio, value $11,714,839.

    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 74,544 shares
    Change vs previous 13F -1,128 shares

    1.58% of the 13F portfolio, value $11,453,685.

    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 75,672 shares
    Change vs previous 13F -4,308 shares

    1.88% of the 13F portfolio, value $12,056,006.

    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 79,980 shares
    Change vs previous 13F +131 shares

    2.28% of the 13F portfolio, value $13,630,183.

    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 79,849 shares
    Change vs previous 13F +99 shares

    2.21% of the 13F portfolio, value $13,386,755.

    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 79,750 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $13,812,784.

    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).