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LEGACY FINANCIAL GROUP, INC.: SUB position timeline

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

LEGACY FINANCIAL GROUP, INC. held 24,019 SUB 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 24,019 shares
    Change vs previous 13F -3,389 shares

    0.6% of the 13F portfolio, value $2,557,303.

    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 27,408 shares
    Change vs previous 13F -1,116 shares

    0.77% of the 13F portfolio, value $2,918,952.

    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 28,524 shares
    Change vs previous 13F -2,095 shares

    0.8% of the 13F portfolio, value $3,043,511.

    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 30,619 shares
    Change vs previous 13F -6,958 shares

    0.9% of the 13F portfolio, value $3,269,497.

    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 37,577 shares
    Change vs previous 13F -4,888 shares

    1.18% of the 13F portfolio, value $3,995,938.

    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 42,465 shares
    Change vs previous 13F -1,130 shares

    1.44% of the 13F portfolio, value $4,484,304.

    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 43,595 shares
    Change vs previous 13F -963 shares

    1.48% of the 13F portfolio, value $4,598,401.

    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 44,558 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $4,701,315.

    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).