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Disclosery

LEGACY FINANCIAL GROUP, INC.: XLE position timeline

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

LEGACY FINANCIAL GROUP, INC. held 0 XLE shares at 2026-03-31 per its 13F-HR filed 2026-04-27.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -6,422 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 6,422 shares
    Change vs previous 13F +3,275 shares

    0.08% of the 13F portfolio, value $287,128.

    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).

  3. period ended2025-09-30
    13F 3,147 shares
    Change vs previous 13F -105 shares

    0.08% of the 13F portfolio, value $281,153.

    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).

  4. period ended2025-06-30
    13F 3,252 shares
    Change vs previous 13F -64 shares

    0.08% of the 13F portfolio, value $275,802.

    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).

  5. period ended2025-03-31
    13F 3,316 shares
    Change vs previous 13F -763 shares

    0.1% of the 13F portfolio, value $309,880.

    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).

  6. period ended2024-12-31
    13F 4,079 shares
    Change vs previous 13F +669 shares

    0.11% of the 13F portfolio, value $349,407.

    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).

  7. period ended2024-09-30
    13F 3,410 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $302,092.

    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).