Skip to content
Disclosery

LEGACY FINANCIAL GROUP, INC.: DFAS position timeline

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

LEGACY FINANCIAL GROUP, INC. held 44,696 DFAS 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 44,696 shares
    Change vs previous 13F -363 shares

    0.86% of the 13F portfolio, value $3,680,269.

    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 45,059 shares
    Change vs previous 13F +1,448 shares

    0.85% of the 13F portfolio, value $3,205,047.

    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 43,611 shares
    Change vs previous 13F +1,272 shares

    0.8% of the 13F portfolio, value $3,038,378.

    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 42,339 shares
    Change vs previous 13F -117 shares

    0.79% of the 13F portfolio, value $2,898,528.

    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 42,456 shares
    Change vs previous 13F -624 shares

    0.8% of the 13F portfolio, value $2,704,872.

    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 43,080 shares
    Change vs previous 13F +731 shares

    0.83% of the 13F portfolio, value $2,574,030.

    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 42,349 shares
    Change vs previous 13F +3,653 shares

    0.89% of the 13F portfolio, value $2,756,073.

    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 38,696 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $2,473,061.

    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).