Legacy Financial Group LLC: F position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Financial Group LLC on F, newest first. How the timeline and the estimate are built.
Legacy Financial Group LLC held 24,839 F shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 24,839 sharesChange vs previous 13F +626 shares
0.04% of the 13F portfolio, value $345,256.
13F-HR 0001765380-26-000289 filed by Legacy Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 24,213 sharesChange vs previous 13F -1,395 shares
0.04% of the 13F portfolio, value $279,418.
13F-HR 0001765380-26-000140 filed by Legacy Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 25,608 sharesChange vs previous 13F +544 shares
0.04% of the 13F portfolio, value $353,906.
13F-HR 0001834011-26-000002 filed by Legacy Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 25,064 sharesChange vs previous 13F +465 shares
0.04% of the 13F portfolio, value $299,768.
13F-HR 0001834011-26-000001 filed by Legacy Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 24,599 sharesChange vs previous 13F +4,560 shares
0.04% of the 13F portfolio, value $266,899.
13F-HR 0001754960-25-000386 filed by Legacy Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20,039 sharesChange vs previous 13F +1,604 shares
0.03% of the 13F portfolio, value $200,991.
13F-HR 0001754960-25-000168 filed by Legacy Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 18,435 sharesChange vs previous 13F -610 shares
13F-HR 0001754960-25-000054 filed by Legacy Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedPercent 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).
- period ended2024-09-3013F 19,045 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $201,114.
13F-HR 0001754960-24-000501 filed by Legacy Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).