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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

  1. period ended2026-06-30
    13F 147,878 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 266,906 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 335,035 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 732,238 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 722,580 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 758,569 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 772,970 shares
    Change 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), ingested

    Percent 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).

  8. period ended2024-09-30
    13F 720,672 shares
    Change 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), ingested

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