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Legacy Financial Advisors, Inc.: RWJ position timeline

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

Legacy Financial Advisors, Inc. held 36,937 RWJ 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 36,937 shares
    Change vs previous 13F +1,170 shares

    0.27% of the 13F portfolio, value $2,197,768.

    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 35,767 shares
    Change vs previous 13F +3,130 shares

    0.25% of the 13F portfolio, value $1,805,522.

    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 32,637 shares
    Change vs previous 13F +661 shares

    0.22% of the 13F portfolio, value $1,590,091.

    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 31,976 shares
    Change vs previous 13F +2,759 shares

    0.21% of the 13F portfolio, value $1,544,430.

    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 29,217 shares
    Change vs previous 13F +2,024 shares

    0.2% of the 13F portfolio, value $1,264,799.

    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 27,193 shares
    Change vs previous 13F +1,017 shares

    0.19% of the 13F portfolio, value $1,106,768.

    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 26,176 shares
    Change vs previous 13F +340 shares

    0.2% of the 13F portfolio, value $1,197,828.

    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 25,836 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,180,943.

    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).