Legacy Financial Group LLC: EFV position timeline

Legacy Financial Group LLC held 80,653 EFV 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 80,653 shares

   Change vs previous 13F -109,514 shares

   0.7% of the 13F portfolio, value $6,173,988.

   13F-HR 0001765380-26-000289 filed by Legacy Financial Group LLC
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 190,167 shares

   Change vs previous 13F -337 shares

   1.78% of the 13F portfolio, value $14,138,927.

   13F-HR 0001765380-26-000140 filed by Legacy Financial Group LLC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 190,504 shares

   Change vs previous 13F -24,202 shares

   1.82% of the 13F portfolio, value $14,741,231.

   13F-HR 0001834011-26-000002 filed by Legacy Financial Group LLC
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 214,706 shares

   Change vs previous 13F +127,577 shares

   1.91% of the 13F portfolio, value $14,563,511.

   13F-HR 0001834011-26-000001 filed by Legacy Financial Group LLC
   Filed 2026-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-06-30

   13F 87,129 shares

   Change vs previous 13F +10,050 shares

   0.77% of the 13F portfolio, value $5,530,973.

   13F-HR 0001754960-25-000386 filed by Legacy Financial Group LLC
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 77,079 shares

   Change vs previous 13F -31,394 shares

   0.7% of the 13F portfolio, value $4,543,026.

   13F-HR 0001754960-25-000168 filed by Legacy Financial Group LLC
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 108,473 shares

   Change vs previous 13F +18,305 shares

   13F-HR 0001754960-25-000054 filed by Legacy Financial Group LLC
   Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   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 90,168 shares

   Change vs previous 13F not available

   1% of the 13F portfolio, value $5,187,366.

   13F-HR 0001754960-24-000501 filed by Legacy Financial Group LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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