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LEGACY FINANCIAL GROUP, INC.: DFAX position timeline

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

LEGACY FINANCIAL GROUP, INC. held 667,000 DFAX 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 667,000 shares
    Change vs previous 13F +21,915 shares

    5.73% of the 13F portfolio, value $24,572,265.

    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 645,085 shares
    Change vs previous 13F -1,317 shares

    5.79% of the 13F portfolio, value $21,913,553.

    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 646,402 shares
    Change vs previous 13F +14,610 shares

    5.55% of the 13F portfolio, value $21,156,738.

    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 631,792 shares
    Change vs previous 13F +8,080 shares

    5.43% of the 13F portfolio, value $19,825,634.

    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 623,712 shares
    Change vs previous 13F +12,731 shares

    5.41% of the 13F portfolio, value $18,318,434.

    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 610,981 shares
    Change vs previous 13F +38,439 shares

    5.14% of the 13F portfolio, value $16,007,706.

    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 572,542 shares
    Change vs previous 13F +45,970 shares

    4.58% of the 13F portfolio, value $14,233,389.

    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 526,572 shares
    Change vs previous 13F not available

    4.61% of the 13F portfolio, value $13,569,769.

    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).