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Legacy Financial Advisors, Inc.: TSLA position timeline

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

Legacy Financial Advisors, Inc. held 16,848 TSLA 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 16,848 shares
    Change vs previous 13F +831 shares

    0.86% of the 13F portfolio, value $7,086,448.

    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 16,017 shares
    Change vs previous 13F -63 shares

    0.83% of the 13F portfolio, value $5,954,196.

    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 16,080 shares
    Change vs previous 13F +290 shares

    1% of the 13F portfolio, value $7,231,347.

    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 15,790 shares
    Change vs previous 13F -1,425 shares

    0.97% of the 13F portfolio, value $7,022,154.

    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 17,215 shares
    Change vs previous 13F +1,436 shares

    0.85% of the 13F portfolio, value $5,468,535.

    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 15,779 shares
    Change vs previous 13F -1,719 shares

    0.68% of the 13F portfolio, value $4,089,170.

    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 17,498 shares
    Change vs previous 13F +1,183 shares

    1.17% of the 13F portfolio, value $7,066,289.

    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 16,315 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $4,268,441.

    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).