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LEGACY FINANCIAL GROUP, INC.: DFAT position timeline

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

LEGACY FINANCIAL GROUP, INC. held 147,297 DFAT 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 147,297 shares
    Change vs previous 13F -4,554 shares

    2.4% of the 13F portfolio, value $10,296,051.

    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 151,851 shares
    Change vs previous 13F -2,030 shares

    2.51% of the 13F portfolio, value $9,483,086.

    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 153,881 shares
    Change vs previous 13F -3,679 shares

    2.4% of the 13F portfolio, value $9,162,067.

    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 157,560 shares
    Change vs previous 13F -3,516 shares

    2.51% of the 13F portfolio, value $9,171,560.

    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 161,076 shares
    Change vs previous 13F +306 shares

    2.57% of the 13F portfolio, value $8,691,654.

    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 160,770 shares
    Change vs previous 13F -2,098 shares

    2.66% of the 13F portfolio, value $8,278,040.

    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 162,868 shares
    Change vs previous 13F -4,910 shares

    2.92% of the 13F portfolio, value $9,065,225.

    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 167,778 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $9,179,127.

    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).