Legacy Financial Group LLC: AOA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Financial Group LLC on AOA, newest first. How the timeline and the estimate are built.
Legacy Financial Group LLC held 72,975 AOA shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 72,975 sharesChange vs previous 13F -1,387 shares
0.8% of the 13F portfolio, value $7,122,313.
13F-HR 0001765380-26-000289 filed by Legacy Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 74,362 sharesChange vs previous 13F -691 shares
0.83% of the 13F portfolio, value $6,580,301.
13F-HR 0001765380-26-000140 filed by Legacy Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 75,053 sharesChange vs previous 13F +1,693 shares
0.85% of the 13F portfolio, value $6,889,121.
13F-HR 0001834011-26-000002 filed by Legacy Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 73,360 sharesChange vs previous 13F -9,755 shares
0.85% of the 13F portfolio, value $6,465,934.
13F-HR 0001834011-26-000001 filed by Legacy Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 83,115 sharesChange vs previous 13F -1,565 shares
0.97% of the 13F portfolio, value $6,931,777.
13F-HR 0001754960-25-000386 filed by Legacy Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 84,680 sharesChange vs previous 13F -6,109 shares
1% of the 13F portfolio, value $6,477,991.
13F-HR 0001754960-25-000168 filed by Legacy Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 90,789 sharesChange vs previous 13F -1,619 shares
13F-HR 0001754960-25-000054 filed by Legacy Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedPercent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 92,408 sharesChange vs previous 13F not available
1.4% of the 13F portfolio, value $7,291,942.
13F-HR 0001754960-24-000501 filed by Legacy Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).