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Legacy Financial Advisors, Inc.: QGRW position timeline

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

Legacy Financial Advisors, Inc. held 336,730 QGRW 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 336,730 shares
    Change vs previous 13F +3,388 shares

    2.71% of the 13F portfolio, value $22,234,267.

    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 333,342 shares
    Change vs previous 13F +5,198 shares

    2.49% of the 13F portfolio, value $17,810,462.

    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 328,144 shares
    Change vs previous 13F -18,817 shares

    2.66% of the 13F portfolio, value $19,252,222.

    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 346,961 shares
    Change vs previous 13F -7,243 shares

    2.74% of the 13F portfolio, value $19,901,662.

    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 354,204 shares
    Change vs previous 13F -1,492 shares

    2.91% of the 13F portfolio, value $18,613,423.

    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 355,696 shares
    Change vs previous 13F -1,714 shares

    2.61% of the 13F portfolio, value $15,615,057.

    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 357,410 shares
    Change vs previous 13F -19,922 shares

    2.91% of the 13F portfolio, value $17,606,020.

    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 377,332 shares
    Change vs previous 13F not available

    2.89% of the 13F portfolio, value $17,215,791.

    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).