LEGACY FINANCIAL GROUP, INC.: ZM position timeline

LEGACY FINANCIAL GROUP, INC. held 0 ZM 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 -2,475 shares

   13F-HR 0001104659-26-049370 filed by LEGACY FINANCIAL GROUP, INC.
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   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 2,475 shares

   Change vs previous 13F -143 shares

   0.06% of the 13F portfolio, value $213,568.

   13F-HR 0001104659-26-011358 filed by LEGACY FINANCIAL GROUP, INC.
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 2,618 shares

   Change vs previous 13F -245 shares

   0.06% of the 13F portfolio, value $215,985.

   13F-HR 0001104659-25-106799 filed by LEGACY FINANCIAL GROUP, INC.
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 2,863 shares

   Change vs previous 13F +138 shares

   0.07% of the 13F portfolio, value $223,257.

   13F-HR 0001104659-25-076750 filed by LEGACY FINANCIAL GROUP, INC.
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 2,725 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $201,023.

   13F-HR 0001104659-25-043524 filed by LEGACY FINANCIAL GROUP, INC.
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).