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Disclosery

Legacy Financial Group LLC: IAU position timeline

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

Legacy Financial Group LLC held 24,569 IAU 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 24,569 shares
    Change vs previous 13F +3,641 shares

    0.21% of the 13F portfolio, value $1,855,205.

    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 20,928 shares
    Change vs previous 13F -31,286 shares

    0.23% of the 13F portfolio, value $1,845,012.

    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 52,214 shares
    Change vs previous 13F -3,575 shares

    0.6% of the 13F portfolio, value $4,851,725.

    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 55,789 shares
    Change vs previous 13F +22,725 shares

    0.53% of the 13F portfolio, value $4,059,766.

    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 33,064 shares
    Change vs previous 13F -38,995 shares

    0.29% of the 13F portfolio, value $2,061,871.

    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 72,059 shares
    Change vs previous 13F +20,499 shares

    0.65% of the 13F portfolio, value $4,248,599.

    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 51,560 shares
    Change vs previous 13F not available

    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).