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LEGACY FINANCIAL GROUP, INC.: DFIC position timeline

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

LEGACY FINANCIAL GROUP, INC. held 106,136 DFIC 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 106,136 shares
    Change vs previous 13F +9,830 shares

    0.92% of the 13F portfolio, value $3,954,627.

    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 96,306 shares
    Change vs previous 13F +2,709 shares

    0.9% of the 13F portfolio, value $3,421,752.

    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 93,597 shares
    Change vs previous 13F +8,791 shares

    0.85% of the 13F portfolio, value $3,225,353.

    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 84,806 shares
    Change vs previous 13F +3,119 shares

    0.76% of the 13F portfolio, value $2,780,789.

    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 81,687 shares
    Change vs previous 13F +17,914 shares

    0.75% of the 13F portfolio, value $2,539,649.

    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 63,773 shares
    Change vs previous 13F +6,029 shares

    0.57% of the 13F portfolio, value $1,770,976.

    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 57,744 shares
    Change vs previous 13F +21,435 shares

    0.48% of the 13F portfolio, value $1,492,394.

    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 36,309 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $970,903.

    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).