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Disclosery

Legacy Financial Advisors, Inc.: VRT position timeline

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

Legacy Financial Advisors, Inc. held 1,255 VRT 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 1,255 shares
    Change vs previous 13F +249 shares

    0.05% of the 13F portfolio, value $420,317.

    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 1,006 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $252,171.

    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).