LEGACY FINANCIAL GROUP, INC.: DIS position timeline

LEGACY FINANCIAL GROUP, INC. held 0 DIS shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -1,716 shares

   13F-HR 0001104659-25-106799 filed by LEGACY FINANCIAL GROUP, INC.
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 1,716 shares

   Change vs previous 13F +1,716 shares

   0.06% of the 13F portfolio, value $212,773.

   13F-HR 0001104659-25-076750 filed by LEGACY FINANCIAL GROUP, INC.
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -1,823 shares

   13F-HR 0001104659-25-043524 filed by LEGACY FINANCIAL GROUP, INC.
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2024-12-31

   13F 1,823 shares

   Change vs previous 13F -587 shares

   0.07% of the 13F portfolio, value $202,966.

   13F-HR 0001104659-25-014417 filed by LEGACY FINANCIAL GROUP, INC.
   Filed 2025-02-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 2,410 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $231,820.

   13F-HR 0001104659-24-117508 filed by LEGACY FINANCIAL GROUP, INC.
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).