Skip to content

Legacy Financial Group LLC: MBB position timeline

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

Legacy Financial Group LLC held 73,512 MBB 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 73,512 shares
    Change vs previous 13F +9,614 shares

    0.78% of the 13F portfolio, value $6,948,341.

    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 63,898 shares
    Change vs previous 13F +2,962 shares

    0.76% of the 13F portfolio, value $6,067,134.

    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 60,936 shares
    Change vs previous 13F +1,224 shares

    0.72% of the 13F portfolio, value $5,801,098.

    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 59,712 shares
    Change vs previous 13F +5,078 shares

    0.74% of the 13F portfolio, value $5,681,590.

    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 54,634 shares
    Change vs previous 13F +2,967 shares

    0.72% of the 13F portfolio, value $5,129,594.

    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 51,667 shares
    Change vs previous 13F -13,689 shares

    0.75% of the 13F portfolio, value $4,845,315.

    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 65,356 shares
    Change vs previous 13F +7,009 shares

    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).

  8. period ended2024-09-30
    13F 58,347 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $5,590,260.

    13F-HR 0001754960-24-000501 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).