Legacy Financial Group LLC: BSJQ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Financial Group LLC on BSJQ, newest first. How the timeline and the estimate are built.
Legacy Financial Group LLC held 147,878 BSJQ shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 147,878 sharesChange vs previous 13F -119,028 shares
0.38% of the 13F portfolio, value $3,394,530.
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 266,906 sharesChange vs previous 13F -68,129 shares
0.78% of the 13F portfolio, value $6,185,540.
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 335,035 sharesChange vs previous 13F -397,203 shares
0.96% of the 13F portfolio, value $7,796,265.
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 732,238 sharesChange vs previous 13F +9,658 shares
2.24% of the 13F portfolio, value $17,138,034.
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 722,580 sharesChange vs previous 13F -35,989 shares
2.35% of the 13F portfolio, value $16,857,799.
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 758,569 sharesChange vs previous 13F -14,401 shares
2.71% of the 13F portfolio, value $17,591,219.
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 772,970 sharesChange vs previous 13F +52,298 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 720,672 sharesChange vs previous 13F not available
3.25% of the 13F portfolio, value $16,903,368.
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).