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LEGACY FINANCIAL GROUP, INC.: AVUS position timeline

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

LEGACY FINANCIAL GROUP, INC. held 390,059 AVUS 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 390,059 shares
    Change vs previous 13F +26,699 shares

    11.66% of the 13F portfolio, value $49,958,796.

    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 363,360 shares
    Change vs previous 13F +12,901 shares

    10.68% of the 13F portfolio, value $40,398,348.

    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 350,459 shares
    Change vs previous 13F +21,335 shares

    10.27% of the 13F portfolio, value $39,174,350.

    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 329,124 shares
    Change vs previous 13F +21,309 shares

    9.81% of the 13F portfolio, value $35,775,758.

    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 307,815 shares
    Change vs previous 13F +25,949 shares

    9.17% of the 13F portfolio, value $31,033,862.

    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 281,866 shares
    Change vs previous 13F +23,128 shares

    8.36% of the 13F portfolio, value $26,038,785.

    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 258,738 shares
    Change vs previous 13F +13,878 shares

    8.08% of the 13F portfolio, value $25,079,458.

    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 244,860 shares
    Change vs previous 13F not available

    7.87% of the 13F portfolio, value $23,156,383.

    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).