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Disclosery

Legacy Financial Advisors, Inc.: WM position timeline

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

Legacy Financial Advisors, Inc. held 1,665 WM 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 1,665 shares
    Change vs previous 13F -12 shares

    0.05% of the 13F portfolio, value $371,095.

    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 1,677 shares
    Change vs previous 13F +5 shares

    0.05% of the 13F portfolio, value $385,358.

    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 1,672 shares
    Change vs previous 13F +164 shares

    0.05% of the 13F portfolio, value $367,355.

    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 1,508 shares
    Change vs previous 13F -158 shares

    0.05% of the 13F portfolio, value $333,012.

    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 1,666 shares
    Change vs previous 13F -16 shares

    0.06% of the 13F portfolio, value $381,214.

    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 1,682 shares
    Change vs previous 13F +105 shares

    0.07% of the 13F portfolio, value $389,400.

    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 1,577 shares
    Change vs previous 13F -124 shares

    0.05% of the 13F portfolio, value $318,223.

    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 1,701 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $353,128.

    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).