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Legacy Financial Advisors, Inc.: TRGP position timeline

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

Legacy Financial Advisors, Inc. held 5,448 TRGP 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 5,448 shares
    Change vs previous 13F -204 shares

    0.18% of the 13F portfolio, value $1,460,739.

    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 5,652 shares
    Change vs previous 13F -788 shares

    0.2% of the 13F portfolio, value $1,417,008.

    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 6,440 shares
    Change vs previous 13F +2,460 shares

    0.16% of the 13F portfolio, value $1,188,246.

    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 3,980 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $666,828.

    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).