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LEGACY FINANCIAL GROUP, INC.: DFAE position timeline

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

LEGACY FINANCIAL GROUP, INC. held 164,593 DFAE 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 164,593 shares
    Change vs previous 13F -23,821 shares

    1.54% of the 13F portfolio, value $6,618,285.

    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 188,414 shares
    Change vs previous 13F -5,566 shares

    1.69% of the 13F portfolio, value $6,379,698.

    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 193,980 shares
    Change vs previous 13F -10,723 shares

    1.66% of the 13F portfolio, value $6,317,929.

    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 204,703 shares
    Change vs previous 13F -8,451 shares

    1.77% of the 13F portfolio, value $6,454,286.

    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 213,154 shares
    Change vs previous 13F -9,666 shares

    1.82% of the 13F portfolio, value $6,170,808.

    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 222,820 shares
    Change vs previous 13F -5,745 shares

    1.85% of the 13F portfolio, value $5,768,810.

    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).

  7. period ended2024-12-31
    13F 228,565 shares
    Change vs previous 13F -304 shares

    1.87% of the 13F portfolio, value $5,798,694.

    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 228,869 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $6,051,296.

    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).