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LEGACY FINANCIAL GROUP, INC.: DFUS position timeline

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

LEGACY FINANCIAL GROUP, INC. held 249,348 DFUS 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 249,348 shares
    Change vs previous 13F +15,280 shares

    4.77% of the 13F portfolio, value $20,431,600.

    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 234,068 shares
    Change vs previous 13F +7,074 shares

    4.39% of the 13F portfolio, value $16,597,737.

    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 226,994 shares
    Change vs previous 13F +2,451 shares

    4.41% of the 13F portfolio, value $16,836,147.

    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 224,543 shares
    Change vs previous 13F +8,528 shares

    4.46% of the 13F portfolio, value $16,265,930.

    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 216,015 shares
    Change vs previous 13F +8,764 shares

    4.28% of the 13F portfolio, value $14,477,301.

    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 207,251 shares
    Change vs previous 13F +21,580 shares

    4.02% of the 13F portfolio, value $12,534,515.

    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 185,671 shares
    Change vs previous 13F +12,146 shares

    3.81% of the 13F portfolio, value $11,836,499.

    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 173,525 shares
    Change vs previous 13F not available

    3.64% of the 13F portfolio, value $10,706,466.

    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).