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LEGACY FINANCIAL GROUP, INC.: DFAI position timeline

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

LEGACY FINANCIAL GROUP, INC. held 542,946 DFAI 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 542,946 shares
    Change vs previous 13F -21,037 shares

    5.23% of the 13F portfolio, value $22,396,523.

    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 563,983 shares
    Change vs previous 13F -4,984 shares

    5.81% of the 13F portfolio, value $21,972,778.

    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 568,967 shares
    Change vs previous 13F -2,831 shares

    5.68% of the 13F portfolio, value $21,683,332.

    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 571,798 shares
    Change vs previous 13F -636 shares

    5.7% of the 13F portfolio, value $20,784,857.

    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 572,434 shares
    Change vs previous 13F -8,762 shares

    5.85% of the 13F portfolio, value $19,789,043.

    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 581,196 shares
    Change vs previous 13F +2,244 shares

    5.83% of the 13F portfolio, value $18,150,751.

    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 578,952 shares
    Change vs previous 13F +7,626 shares

    5.44% of the 13F portfolio, value $16,905,398.

    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 571,326 shares
    Change vs previous 13F not available

    5.86% of the 13F portfolio, value $17,236,905.

    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).