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LEGACY FINANCIAL GROUP, INC.: SCHX position timeline

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

LEGACY FINANCIAL GROUP, INC. held 237,283 SCHX 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 237,283 shares
    Change vs previous 13F -4,043 shares

    1.63% of the 13F portfolio, value $6,983,243.

    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 241,326 shares
    Change vs previous 13F -4,370 shares

    1.64% of the 13F portfolio, value $6,187,609.

    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 245,696 shares
    Change vs previous 13F -2,167 shares

    1.73% of the 13F portfolio, value $6,611,669.

    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 247,863 shares
    Change vs previous 13F -9,794 shares

    1.79% of the 13F portfolio, value $6,528,702.

    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 257,657 shares
    Change vs previous 13F -6,149 shares

    1.86% of the 13F portfolio, value $6,297,135.

    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 263,806 shares
    Change vs previous 13F -9,215 shares

    1.87% of the 13F portfolio, value $5,824,839.

    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 273,021 shares
    Change vs previous 13F -2,239 shares

    2.04% of the 13F portfolio, value $6,328,633.

    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 275,260 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $6,176,843.

    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).