Legacy Financial Group LLC: IDEF position timeline

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

Legacy Financial Group LLC held 233,931 IDEF shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

period ended2026-06-30
13F 233,931 shares
Change vs previous 13F +54,103 shares
0.84% of the 13F portfolio, value $7,434,326.
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).
period ended2026-03-31
13F 179,828 shares
Change vs previous 13F not available
0.74% of the 13F portfolio, value $5,883,972.
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).