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Disclosery

Legacy Financial Advisors, Inc.: USB position timeline

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

Legacy Financial Advisors, Inc. held 36,474 USB 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 36,474 shares
    Change vs previous 13F +361 shares

    0.27% of the 13F portfolio, value $2,203,029.

    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 36,113 shares
    Change vs previous 13F +1,800 shares

    0.26% of the 13F portfolio, value $1,878,223.

    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 34,313 shares
    Change vs previous 13F +1,599 shares

    0.25% of the 13F portfolio, value $1,830,958.

    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 32,714 shares
    Change vs previous 13F +1,706 shares

    0.22% of the 13F portfolio, value $1,581,079.

    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 31,008 shares
    Change vs previous 13F -502 shares

    0.22% of the 13F portfolio, value $1,403,130.

    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 31,510 shares
    Change vs previous 13F -588 shares

    0.22% of the 13F portfolio, value $1,330,334.

    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 32,098 shares
    Change vs previous 13F +97 shares

    0.25% of the 13F portfolio, value $1,535,248.

    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 32,001 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,463,419.

    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).