Legacy Financial Group LLC: QQQ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Financial Group LLC on QQQ, newest first. How the timeline and the estimate are built.
Legacy Financial Group LLC held 557 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 557 sharesChange vs previous 13F -37 shares
0.05% of the 13F portfolio, value $410,093.
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 594 sharesChange vs previous 13F +48 shares
0.04% of the 13F portfolio, value $342,629.
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 546 sharesChange vs previous 13F +18 shares
0.04% of the 13F portfolio, value $330,797.
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 528 sharesChange vs previous 13F -158 shares
0.04% of the 13F portfolio, value $317,245.
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 686 sharesChange vs previous 13F +157 shares
0.05% of the 13F portfolio, value $378,417.
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 529 sharesChange vs previous 13F -1 shares
0.04% of the 13F portfolio, value $247,862.
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 530 sharesChange vs previous 13F +530 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 0 sharesChange vs previous 13F not available
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).
Exited: the 13F for this period no longer lists the position.