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Legacy Financial Group LLC: BSJT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Financial Group LLC on BSJT, newest first. How the timeline and the estimate are built.

Legacy Financial Group LLC held 916,872 BSJT 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 916,872 shares
    Change vs previous 13F +76,102 shares

    2.18% of the 13F portfolio, value $19,373,499.

    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 840,770 shares
    Change vs previous 13F +20,436 shares

    2.22% of the 13F portfolio, value $17,685,600.

    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 820,334 shares
    Change vs previous 13F +92,674 shares

    2.17% of the 13F portfolio, value $17,596,164.

    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 727,660 shares
    Change vs previous 13F +52,757 shares

    2.05% of the 13F portfolio, value $15,695,635.

    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 674,903 shares
    Change vs previous 13F -15,954 shares

    2.03% of the 13F portfolio, value $14,523,916.

    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 690,857 shares
    Change vs previous 13F +30,268 shares

    2.24% of the 13F portfolio, value $14,563,258.

    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 660,589 shares
    Change vs previous 13F +179,978 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 480,611 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $10,506,148.

    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).