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Legacy Financial Advisors, Inc.: SPHQ position timeline

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

Legacy Financial Advisors, Inc. held 39,692 SPHQ 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 39,692 shares
    Change vs previous 13F +962 shares

    0.44% of the 13F portfolio, value $3,576,269.

    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 38,730 shares
    Change vs previous 13F +4,499 shares

    0.41% of the 13F portfolio, value $2,912,083.

    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 34,231 shares
    Change vs previous 13F +3,183 shares

    0.36% of the 13F portfolio, value $2,569,072.

    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 31,048 shares
    Change vs previous 13F +2,985 shares

    0.31% of the 13F portfolio, value $2,275,533.

    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 28,063 shares
    Change vs previous 13F -1,159 shares

    0.31% of the 13F portfolio, value $1,999,786.

    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 29,222 shares
    Change vs previous 13F +2,521 shares

    0.32% of the 13F portfolio, value $1,938,578.

    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 26,701 shares
    Change vs previous 13F +4,163 shares

    0.3% of the 13F portfolio, value $1,789,736.

    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 22,538 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,516,140.

    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).