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Legacy Financial Advisors, Inc.: XMHQ position timeline

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

Legacy Financial Advisors, Inc. held 13,106 XMHQ 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 13,106 shares
    Change vs previous 13F +944 shares

    0.18% of the 13F portfolio, value $1,479,408.

    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 12,162 shares
    Change vs previous 13F +1,420 shares

    0.18% of the 13F portfolio, value $1,257,233.

    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 10,742 shares
    Change vs previous 13F +809 shares

    0.15% of the 13F portfolio, value $1,100,187.

    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 9,933 shares
    Change vs previous 13F +367 shares

    0.14% of the 13F portfolio, value $1,042,590.

    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 9,566 shares
    Change vs previous 13F +2,117 shares

    0.15% of the 13F portfolio, value $939,752.

    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 7,449 shares
    Change vs previous 13F -117 shares

    0.11% of the 13F portfolio, value $681,767.

    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 7,566 shares
    Change vs previous 13F -786 shares

    0.12% of the 13F portfolio, value $745,053.

    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 8,352 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $856,777.

    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).