Skip to content
Disclosery

LEGACY FINANCIAL GROUP, INC.: OPER position timeline

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

LEGACY FINANCIAL GROUP, INC. held 2,286 OPER 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 2,286 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $228,771.

    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 2,286 shares
    Change vs previous 13F -655 shares

    0.06% of the 13F portfolio, value $228,783.

    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 2,941 shares
    Change vs previous 13F -171 shares

    0.08% of the 13F portfolio, value $294,188.

    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 3,112 shares
    Change vs previous 13F -913 shares

    0.09% of the 13F portfolio, value $311,309.

    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 4,025 shares
    Change vs previous 13F -956 shares

    0.12% of the 13F portfolio, value $403,184.

    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 4,981 shares
    Change vs previous 13F -1,612 shares

    0.16% of the 13F portfolio, value $499,146.

    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 6,593 shares
    Change vs previous 13F -247 shares

    0.21% of the 13F portfolio, value $659,729.

    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 6,840 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $684,787.

    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).