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LEGACY FINANCIAL GROUP, INC.: DFAC position timeline

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

LEGACY FINANCIAL GROUP, INC. held 511,473 DFAC 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 511,473 shares
    Change vs previous 13F -38,063 shares

    5.29% of the 13F portfolio, value $22,688,943.

    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 549,536 shares
    Change vs previous 13F -5,356 shares

    5.64% of the 13F portfolio, value $21,354,970.

    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 554,892 shares
    Change vs previous 13F -4,309 shares

    5.76% of the 13F portfolio, value $21,968,175.

    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 559,201 shares
    Change vs previous 13F -14,386 shares

    5.91% of the 13F portfolio, value $21,568,383.

    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 573,587 shares
    Change vs previous 13F -5,746 shares

    6.08% of the 13F portfolio, value $20,557,359.

    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 579,333 shares
    Change vs previous 13F -8,928 shares

    6.13% of the 13F portfolio, value $19,112,196.

    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 588,261 shares
    Change vs previous 13F -10,094 shares

    6.55% of the 13F portfolio, value $20,347,949.

    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 598,355 shares
    Change vs previous 13F not available

    6.92% of the 13F portfolio, value $20,350,054.

    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).