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LEGACY FINANCIAL GROUP, INC.: AVLV position timeline

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

LEGACY FINANCIAL GROUP, INC. held 41,373 AVLV 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 41,373 shares
    Change vs previous 13F +733 shares

    0.88% of the 13F portfolio, value $3,773,631.

    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 40,640 shares
    Change vs previous 13F +464 shares

    0.87% of the 13F portfolio, value $3,275,990.

    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 40,176 shares
    Change vs previous 13F +5,330 shares

    0.8% of the 13F portfolio, value $3,044,136.

    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 34,846 shares
    Change vs previous 13F +2,512 shares

    0.69% of the 13F portfolio, value $2,517,972.

    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 32,334 shares
    Change vs previous 13F +1,462 shares

    0.65% of the 13F portfolio, value $2,205,502.

    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 30,872 shares
    Change vs previous 13F +3,363 shares

    0.65% of the 13F portfolio, value $2,013,163.

    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).

  7. period ended2024-12-31
    13F 27,509 shares
    Change vs previous 13F +4,119 shares

    0.59% of the 13F portfolio, value $1,836,776.

    13F-HR 0001104659-25-014417 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).

  8. period ended2024-09-30
    13F 23,390 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,541,635.

    13F-HR 0001104659-24-117508 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).