Skip to content
Disclosery

Legacy Financial Advisors, Inc.: WFC position timeline

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

Legacy Financial Advisors, Inc. held 24,801 WFC 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 24,801 shares
    Change vs previous 13F +2,857 shares

    0.25% of the 13F portfolio, value $2,049,545.

    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 21,944 shares
    Change vs previous 13F -871 shares

    0.24% of the 13F portfolio, value $1,746,987.

    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 22,815 shares
    Change vs previous 13F -4,885 shares

    0.29% of the 13F portfolio, value $2,126,355.

    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 27,700 shares
    Change vs previous 13F +1,020 shares

    0.32% of the 13F portfolio, value $2,321,785.

    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 26,680 shares
    Change vs previous 13F +8,376 shares

    0.33% of the 13F portfolio, value $2,137,607.

    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 18,304 shares
    Change vs previous 13F +2,204 shares

    0.22% of the 13F portfolio, value $1,314,038.

    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 16,100 shares
    Change vs previous 13F +3,398 shares

    0.19% of the 13F portfolio, value $1,130,858.

    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 12,702 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $717,528.

    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).