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Disclosery

LEGACY FINANCIAL GROUP, INC.: DFAW position timeline

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

LEGACY FINANCIAL GROUP, INC. held 18,419 DFAW 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 18,419 shares
    Change vs previous 13F +5,827 shares

    0.36% of the 13F portfolio, value $1,524,909.

    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 12,592 shares
    Change vs previous 13F +2,923 shares

    0.25% of the 13F portfolio, value $929,038.

    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 9,669 shares
    Change vs previous 13F +2,410 shares

    0.19% of the 13F portfolio, value $715,313.

    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 7,259 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $521,632.

    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).