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Legacy Financial Group LLC: BSJU position timeline

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

Legacy Financial Group LLC held 645,037 BSJU 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 645,037 shares
    Change vs previous 13F +84,154 shares

    1.87% of the 13F portfolio, value $16,649,104.

    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 560,883 shares
    Change vs previous 13F +15,219 shares

    1.81% of the 13F portfolio, value $14,352,999.

    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 545,664 shares
    Change vs previous 13F +91,260 shares

    1.76% of the 13F portfolio, value $14,225,463.

    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 454,404 shares
    Change vs previous 13F +58,914 shares

    1.56% of the 13F portfolio, value $11,887,198.

    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 395,490 shares
    Change vs previous 13F +373,146 shares

    1.44% of the 13F portfolio, value $10,288,670.

    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 22,344 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $569,561.

    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).