Skip to content
Disclosery

LEGACY FINANCIAL GROUP, INC.: AVLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LEGACY FINANCIAL GROUP, INC. on AVLC, newest first. How the timeline and the estimate are built.

LEGACY FINANCIAL GROUP, INC. held 21,058 AVLC shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,058 shares
    Change vs previous 13F +5,534 shares

    0.44% of the 13F portfolio, value $1,894,378.

    13F-HR 0001104659-26-088552 filed by LEGACY FINANCIAL GROUP, 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 15,524 shares
    Change vs previous 13F +4,878 shares

    0.32% of the 13F portfolio, value $1,203,886.

    13F-HR 0001104659-26-049370 filed by LEGACY FINANCIAL GROUP, 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 10,646 shares
    Change vs previous 13F +1,385 shares

    0.22% of the 13F portfolio, value $836,989.

    13F-HR 0001104659-26-011358 filed by LEGACY FINANCIAL GROUP, 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 9,261 shares
    Change vs previous 13F +1,903 shares

    0.19% of the 13F portfolio, value $708,559.

    13F-HR 0001104659-25-106799 filed by LEGACY FINANCIAL GROUP, 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 7,358 shares
    Change vs previous 13F +1,146 shares

    0.15% of the 13F portfolio, value $522,712.

    13F-HR 0001104659-25-076750 filed by LEGACY FINANCIAL GROUP, 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 6,212 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $398,810.

    13F-HR 0001104659-25-043524 filed by LEGACY FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).