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LEGACY FINANCIAL GROUP, INC.: DFSD position timeline

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

LEGACY FINANCIAL GROUP, INC. held 538,926 DFSD 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 538,926 shares
    Change vs previous 13F +71,612 shares

    6.01% of the 13F portfolio, value $25,733,698.

    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 467,314 shares
    Change vs previous 13F +12,886 shares

    5.91% of the 13F portfolio, value $22,374,985.

    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 454,428 shares
    Change vs previous 13F +30,102 shares

    5.71% of the 13F portfolio, value $21,789,827.

    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 424,326 shares
    Change vs previous 13F +12,599 shares

    5.61% of the 13F portfolio, value $20,448,274.

    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 411,727 shares
    Change vs previous 13F +20,298 shares

    5.84% of the 13F portfolio, value $19,767,015.

    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 391,429 shares
    Change vs previous 13F +12,807 shares

    5.97% of the 13F portfolio, value $18,600,710.

    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 378,622 shares
    Change vs previous 13F +22,992 shares

    5.72% of the 13F portfolio, value $17,749,779.

    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 355,630 shares
    Change vs previous 13F not available

    5.71% of the 13F portfolio, value $16,799,966.

    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).