Skip to content
Disclosery

LEGACY FINANCIAL GROUP, INC.: WMB position timeline

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

LEGACY FINANCIAL GROUP, INC. held 12,209 WMB 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 12,209 shares
    Change vs previous 13F +3,370 shares

    0.21% of the 13F portfolio, value $907,617.

    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 8,839 shares
    Change vs previous 13F -315 shares

    0.17% of the 13F portfolio, value $643,302.

    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 9,154 shares
    Change vs previous 13F +1,760 shares

    0.14% of the 13F portfolio, value $550,247.

    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 7,394 shares
    Change vs previous 13F -3,944 shares

    0.13% of the 13F portfolio, value $468,410.

    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 11,338 shares
    Change vs previous 13F -11,974 shares

    0.21% of the 13F portfolio, value $712,140.

    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 23,312 shares
    Change vs previous 13F +11,405 shares

    0.43% of the 13F portfolio, value $1,325,960.

    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 11,907 shares
    Change vs previous 13F -540 shares

    0.21% of the 13F portfolio, value $644,397.

    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 12,447 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $651,848.

    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).