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LEGACY FINANCIAL GROUP, INC.: DFNM position timeline

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

LEGACY FINANCIAL GROUP, INC. held 43,740 DFNM 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 43,740 shares
    Change vs previous 13F -12,670 shares

    0.49% of the 13F portfolio, value $2,114,173.

    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 56,410 shares
    Change vs previous 13F +516 shares

    0.71% of the 13F portfolio, value $2,703,731.

    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 55,894 shares
    Change vs previous 13F -7,220 shares

    0.71% of the 13F portfolio, value $2,692,414.

    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 63,114 shares
    Change vs previous 13F -13,040 shares

    0.83% of the 13F portfolio, value $3,028,210.

    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 76,154 shares
    Change vs previous 13F -16,783 shares

    1.07% of the 13F portfolio, value $3,611,984.

    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 92,937 shares
    Change vs previous 13F -1,705 shares

    1.42% of the 13F portfolio, value $4,421,013.

    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 94,642 shares
    Change vs previous 13F -5,069 shares

    1.46% of the 13F portfolio, value $4,521,048.

    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 99,711 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $4,779,148.

    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).