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Legacy Financial Advisors, Inc.: USMV position timeline

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

Legacy Financial Advisors, Inc. held 10,797 USMV 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 10,797 shares
    Change vs previous 13F -252 shares

    0.13% of the 13F portfolio, value $1,041,461.

    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 11,049 shares
    Change vs previous 13F -11,271 shares

    0.14% of the 13F portfolio, value $1,024,645.

    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 22,320 shares
    Change vs previous 13F -2,373 shares

    0.29% of the 13F portfolio, value $2,101,615.

    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 24,693 shares
    Change vs previous 13F -3,176 shares

    0.32% of the 13F portfolio, value $2,349,303.

    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 27,869 shares
    Change vs previous 13F -5,770 shares

    0.41% of the 13F portfolio, value $2,616,028.

    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 33,639 shares
    Change vs previous 13F -41,568 shares

    0.53% of the 13F portfolio, value $3,150,634.

    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 75,207 shares
    Change vs previous 13F -9,912 shares

    1.1% of the 13F portfolio, value $6,677,631.

    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 85,119 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $7,772,191.

    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).