Legacy Financial Advisors, Inc.: SRE position timeline

Legacy Financial Advisors, Inc. held 2,316 SRE 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 2,316 shares

   Change vs previous 13F +68 shares

   0.03% of the 13F portfolio, value $214,751.

   13F-HR 0001765380-26-000278 filed by Legacy Financial Advisors, Inc.
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 2,248 shares

   Change vs previous 13F +2,248 shares

   0.03% of the 13F portfolio, value $218,475.

   13F-HR 0001765380-26-000129 filed by Legacy Financial Advisors, Inc.
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -2,639 shares

   13F-HR 0001765380-25-000226 filed by Legacy Financial Advisors, Inc.
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2024-12-31

   13F 2,639 shares

   Change vs previous 13F +126 shares

   0.04% of the 13F portfolio, value $231,526.

   13F-HR 0001765380-25-000099 filed by Legacy Financial Advisors, Inc.
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 2,513 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $210,154.

   13F-HR 0001765380-24-000455 filed by Legacy Financial Advisors, Inc.
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).