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LEGACY FINANCIAL GROUP, INC.: DFAR position timeline

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

LEGACY FINANCIAL GROUP, INC. held 201,626 DFAR 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 201,626 shares
    Change vs previous 13F -1,196 shares

    1.23% of the 13F portfolio, value $5,274,547.

    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 202,822 shares
    Change vs previous 13F +316 shares

    1.27% of the 13F portfolio, value $4,796,738.

    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 202,506 shares
    Change vs previous 13F +1,108 shares

    1.22% of the 13F portfolio, value $4,637,639.

    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 201,398 shares
    Change vs previous 13F -749 shares

    1.32% of the 13F portfolio, value $4,803,333.

    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 202,147 shares
    Change vs previous 13F +2,577 shares

    1.4% of the 13F portfolio, value $4,742,359.

    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 199,570 shares
    Change vs previous 13F +12,378 shares

    1.52% of the 13F portfolio, value $4,743,772.

    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 187,192 shares
    Change vs previous 13F +23,163 shares

    1.4% of the 13F portfolio, value $4,355,959.

    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 164,029 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $4,056,436.

    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).