Skip to content
Disclosery

LEGACY FINANCIAL GROUP, INC.: VTIP position timeline

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

LEGACY FINANCIAL GROUP, INC. held 47,568 VTIP 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 47,568 shares
    Change vs previous 13F +3,378 shares

    0.56% of the 13F portfolio, value $2,389,319.

    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 44,190 shares
    Change vs previous 13F +959 shares

    0.58% of the 13F portfolio, value $2,207,315.

    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 43,231 shares
    Change vs previous 13F +455 shares

    0.56% of the 13F portfolio, value $2,138,230.

    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 42,776 shares
    Change vs previous 13F -1,672 shares

    0.59% of the 13F portfolio, value $2,165,710.

    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 44,448 shares
    Change vs previous 13F -584 shares

    0.66% of the 13F portfolio, value $2,234,426.

    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 45,032 shares
    Change vs previous 13F -356 shares

    0.72% of the 13F portfolio, value $2,247,121.

    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 45,388 shares
    Change vs previous 13F +751 shares

    0.71% of the 13F portfolio, value $2,197,711.

    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 44,637 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $2,177,417.

    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).