Skip to content
Disclosery

LEGACY FINANCIAL GROUP, INC.: DFEM position timeline

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

LEGACY FINANCIAL GROUP, INC. held 115,280 DFEM 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 115,280 shares
    Change vs previous 13F +6,252 shares

    1.09% of the 13F portfolio, value $4,684,985.

    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 109,028 shares
    Change vs previous 13F +636 shares

    1% of the 13F portfolio, value $3,766,933.

    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 108,392 shares
    Change vs previous 13F +497 shares

    0.94% of the 13F portfolio, value $3,585,595.

    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 107,895 shares
    Change vs previous 13F +3,982 shares

    0.95% of the 13F portfolio, value $3,460,182.

    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 103,913 shares
    Change vs previous 13F +2,734 shares

    0.91% of the 13F portfolio, value $3,084,127.

    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 101,179 shares
    Change vs previous 13F +4,921 shares

    0.86% of the 13F portfolio, value $2,677,209.

    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 96,258 shares
    Change vs previous 13F +11,303 shares

    0.81% of the 13F portfolio, value $2,521,000.

    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 84,955 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,306,530.

    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).