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Disclosery

Legacy Financial Group LLC: IVE position timeline

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

Legacy Financial Group LLC held 81,347 IVE 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 81,347 shares
    Change vs previous 13F -15,431 shares

    2.08% of the 13F portfolio, value $18,470,753.

    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 96,778 shares
    Change vs previous 13F -7,648 shares

    2.57% of the 13F portfolio, value $20,434,685.

    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 104,426 shares
    Change vs previous 13F +33,019 shares

    2.85% of the 13F portfolio, value $23,081,323.

    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 71,407 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $14,746,260.

    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).