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Legacy Financial Advisors, Inc.: XC position timeline

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

Legacy Financial Advisors, Inc. held 22,143 XC 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 22,143 shares
    Change vs previous 13F -10,799 shares

    0.09% of the 13F portfolio, value $701,960.

    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 32,942 shares
    Change vs previous 13F -598,932 shares

    0.14% of the 13F portfolio, value $1,027,798.

    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 631,874 shares
    Change vs previous 13F -1,715 shares

    2.84% of the 13F portfolio, value $20,501,100.

    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 633,589 shares
    Change vs previous 13F -5,046 shares

    3.02% of the 13F portfolio, value $21,944,354.

    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 638,635 shares
    Change vs previous 13F -2,119 shares

    3.43% of the 13F portfolio, value $21,982,311.

    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 640,754 shares
    Change vs previous 13F +21,823 shares

    3.18% of the 13F portfolio, value $19,037,503.

    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 618,931 shares
    Change vs previous 13F +7,937 shares

    3.15% of the 13F portfolio, value $19,026,730.

    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 610,994 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $20,152,246.

    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).