Skip to content

Legacy Financial Group LLC: ESN position timeline

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

Legacy Financial Group LLC held 2,274,028 ESN 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 2,274,028 shares
    Change vs previous 13F +374,816 shares

    5.09% of the 13F portfolio, value $45,215,633.

    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 1,899,212 shares
    Change vs previous 13F +7,591 shares

    4.18% of the 13F portfolio, value $33,264,507.

    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 1,891,621 shares
    Change vs previous 13F +59,758 shares

    4.25% of the 13F portfolio, value $34,381,913.

    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 1,831,863 shares
    Change vs previous 13F +81,302 shares

    4.09% of the 13F portfolio, value $31,251,397.

    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 1,750,561 shares
    Change vs previous 13F +1,627,189 shares

    3.92% of the 13F portfolio, value $28,074,445.

    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 123,372 shares
    Change vs previous 13F -1,467 shares

    0.29% of the 13F portfolio, value $1,892,524.

    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 124,839 shares
    Change vs previous 13F not available

    100% of the 13F portfolio, value $1,855,424,000.

    13F-HR 0001754960-25-000054 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).