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Legacy Financial Advisors, Inc.: PYLD position timeline

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

Legacy Financial Advisors, Inc. held 836,433 PYLD 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 836,433 shares
    Change vs previous 13F +22,069 shares

    2.7% of the 13F portfolio, value $22,182,216.

    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 814,364 shares
    Change vs previous 13F +47,090 shares

    2.98% of the 13F portfolio, value $21,336,348.

    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 767,274 shares
    Change vs previous 13F +58,007 shares

    2.83% of the 13F portfolio, value $20,470,883.

    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 709,267 shares
    Change vs previous 13F +144,244 shares

    2.62% of the 13F portfolio, value $19,036,719.

    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 565,023 shares
    Change vs previous 13F +12,860 shares

    2.34% of the 13F portfolio, value $14,995,702.

    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 552,163 shares
    Change vs previous 13F +68,504 shares

    2.43% of the 13F portfolio, value $14,549,497.

    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 483,659 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $12,536,451.

    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).