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LEGACY FINANCIAL GROUP, INC.: DFLV position timeline

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

LEGACY FINANCIAL GROUP, INC. held 304,363 DFLV 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 304,363 shares
    Change vs previous 13F +17,479 shares

    2.81% of the 13F portfolio, value $12,034,516.

    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 286,884 shares
    Change vs previous 13F +12,134 shares

    2.71% of the 13F portfolio, value $10,244,629.

    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 274,750 shares
    Change vs previous 13F +34,315 shares

    2.46% of the 13F portfolio, value $9,399,184.

    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 240,435 shares
    Change vs previous 13F +11,675 shares

    2.17% of the 13F portfolio, value $7,910,298.

    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 228,760 shares
    Change vs previous 13F +25,702 shares

    2.1% of the 13F portfolio, value $7,096,149.

    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 203,058 shares
    Change vs previous 13F +14,373 shares

    1.99% of the 13F portfolio, value $6,207,490.

    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 188,685 shares
    Change vs previous 13F +20,099 shares

    1.82% of the 13F portfolio, value $5,666,216.

    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 168,586 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $5,168,846.

    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).