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Legacy Financial Advisors, Inc.: WTV position timeline

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

Legacy Financial Advisors, Inc. held 226,780 WTV 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 226,780 shares
    Change vs previous 13F +1,153 shares

    2.81% of the 13F portfolio, value $23,068,012.

    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 225,627 shares
    Change vs previous 13F +2,994 shares

    2.99% of the 13F portfolio, value $21,373,672.

    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 222,633 shares
    Change vs previous 13F -1,226 shares

    2.87% of the 13F portfolio, value $20,771,655.

    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 223,859 shares
    Change vs previous 13F +1,811 shares

    2.81% of the 13F portfolio, value $20,373,431.

    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 222,048 shares
    Change vs previous 13F +4,748 shares

    3% of the 13F portfolio, value $19,184,954.

    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 217,300 shares
    Change vs previous 13F -154 shares

    2.99% of the 13F portfolio, value $17,855,575.

    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 217,454 shares
    Change vs previous 13F -116 shares

    3% of the 13F portfolio, value $18,174,783.

    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 217,570 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $17,406,654.

    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).