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LEGACY FINANCIAL GROUP, INC.: BNDX position timeline

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

LEGACY FINANCIAL GROUP, INC. held 218,204 BNDX 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 218,204 shares
    Change vs previous 13F +1,570 shares

    2.47% of the 13F portfolio, value $10,567,620.

    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 216,634 shares
    Change vs previous 13F -29,675 shares

    2.75% of the 13F portfolio, value $10,409,264.

    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 246,309 shares
    Change vs previous 13F +30,314 shares

    3.12% of the 13F portfolio, value $11,901,651.

    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 215,995 shares
    Change vs previous 13F +14,635 shares

    2.93% of the 13F portfolio, value $10,683,113.

    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 201,360 shares
    Change vs previous 13F +10,803 shares

    2.95% of the 13F portfolio, value $9,969,334.

    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 190,557 shares
    Change vs previous 13F +13,198 shares

    2.99% of the 13F portfolio, value $9,302,993.

    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 177,359 shares
    Change vs previous 13F +20,619 shares

    2.8% of the 13F portfolio, value $8,699,459.

    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 156,740 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $7,808,787.

    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).