LEGACY FINANCIAL GROUP, INC.: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LEGACY FINANCIAL GROUP, INC. on MCD, newest first. How the timeline and the estimate are built.
LEGACY FINANCIAL GROUP, INC. held 1,316 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 1,316 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $355,751.
13F-HR 0001104659-26-088552 filed by LEGACY FINANCIAL GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,316 sharesChange vs previous 13F -6 shares
0.11% of the 13F portfolio, value $409,024.
13F-HR 0001104659-26-049370 filed by LEGACY FINANCIAL GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,322 sharesChange vs previous 13F +1,322 shares
0.11% of the 13F portfolio, value $404,065.
13F-HR 0001104659-26-011358 filed by LEGACY FINANCIAL GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -801 shares
13F-HR 0001104659-25-076750 filed by LEGACY FINANCIAL GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 801 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $250,225.
13F-HR 0001104659-25-043524 filed by LEGACY FINANCIAL GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 801 sharesChange vs previous 13F +1 shares
0.07% of the 13F portfolio, value $232,216.
13F-HR 0001104659-25-014417 filed by LEGACY FINANCIAL GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 800 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $233,700.
13F-HR 0001104659-24-117508 filed by LEGACY FINANCIAL GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).