Legacy Financial Advisors, Inc.: STT position timeline

Legacy Financial Advisors, Inc. held 4,460 STT 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 4,460 shares

   Change vs previous 13F -1,072 shares

   0.09% of the 13F portfolio, value $756,448.

   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 5,532 shares

   Change vs previous 13F +127 shares

   0.1% of the 13F portfolio, value $700,132.

   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 ended2025-12-31

   13F 5,405 shares

   Change vs previous 13F -2,195 shares

   0.1% of the 13F portfolio, value $697,277.

   13F-HR 0001730810-26-000001 filed by Legacy Financial Advisors, Inc.
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 7,600 shares

   Change vs previous 13F +700 shares

   0.12% of the 13F portfolio, value $881,722.

   13F-HR 0001765380-25-000458 filed by Legacy Financial Advisors, Inc.
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 6,900 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $733,746.

   13F-HR 0001765380-25-000311 filed by Legacy Financial Advisors, Inc.
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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