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LEGACY FINANCIAL GROUP, INC.: DFUV position timeline

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

LEGACY FINANCIAL GROUP, INC. held 452,004 DFUV 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 452,004 shares
    Change vs previous 13F -16,032 shares

    5.8% of the 13F portfolio, value $24,864,740.

    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 468,036 shares
    Change vs previous 13F -3,333 shares

    5.99% of the 13F portfolio, value $22,681,025.

    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 471,369 shares
    Change vs previous 13F +8,886 shares

    5.76% of the 13F portfolio, value $21,961,082.

    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 462,483 shares
    Change vs previous 13F +7,875 shares

    5.67% of the 13F portfolio, value $20,668,365.

    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 454,608 shares
    Change vs previous 13F +5,029 shares

    5.68% of the 13F portfolio, value $19,220,826.

    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 449,579 shares
    Change vs previous 13F +3,761 shares

    5.95% of the 13F portfolio, value $18,527,151.

    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 445,818 shares
    Change vs previous 13F +6,231 shares

    5.87% of the 13F portfolio, value $18,242,873.

    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 439,587 shares
    Change vs previous 13F not available

    6.18% of the 13F portfolio, value $18,185,714.

    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).