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LEGACY FINANCIAL GROUP, INC.: VUG position timeline

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

LEGACY FINANCIAL GROUP, INC. held 423,930 VUG 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 423,930 shares
    Change vs previous 13F +351,350 shares

    8.52% of the 13F portfolio, value $36,517,352.

    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 72,580 shares
    Change vs previous 13F +330 shares

    8.38% of the 13F portfolio, value $31,702,295.

    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 72,250 shares
    Change vs previous 13F -3,077 shares

    9.24% of the 13F portfolio, value $35,247,967.

    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 75,327 shares
    Change vs previous 13F -1,860 shares

    9.9% of the 13F portfolio, value $36,127,656.

    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 77,187 shares
    Change vs previous 13F -612 shares

    10% of the 13F portfolio, value $33,838,845.

    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 77,799 shares
    Change vs previous 13F +424 shares

    9.26% of the 13F portfolio, value $28,849,479.

    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 77,375 shares
    Change vs previous 13F +255 shares

    10.23% of the 13F portfolio, value $31,757,851.

    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 77,120 shares
    Change vs previous 13F not available

    10.04% of the 13F portfolio, value $29,530,839.

    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).