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Disclosery

LEGACY FINANCIAL GROUP, INC.: IWB position timeline

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

LEGACY FINANCIAL GROUP, INC. held 800 IWB 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 800 shares
    Change vs previous 13F -13 shares

    0.08% of the 13F portfolio, value $327,600.

    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 813 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $289,883.

    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 813 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $303,607.

    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).