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Legacy Financial Advisors, Inc.: PLTR position timeline

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

Legacy Financial Advisors, Inc. held 10,870 PLTR 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 10,870 shares
    Change vs previous 13F -3,767 shares

    0.15% of the 13F portfolio, value $1,268,165.

    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 14,637 shares
    Change vs previous 13F +162 shares

    0.3% of the 13F portfolio, value $2,141,044.

    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 14,475 shares
    Change vs previous 13F +236 shares

    0.36% of the 13F portfolio, value $2,572,937.

    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 14,239 shares
    Change vs previous 13F -2,457 shares

    0.36% of the 13F portfolio, value $2,597,455.

    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 16,696 shares
    Change vs previous 13F -4,210 shares

    0.36% of the 13F portfolio, value $2,276,020.

    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 20,906 shares
    Change vs previous 13F +2,715 shares

    0.3% of the 13F portfolio, value $1,764,487.

    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 18,191 shares
    Change vs previous 13F +1,477 shares

    0.23% of the 13F portfolio, value $1,375,771.

    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 16,714 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $621,754.

    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).