Legacy Financial Group LLC: SDY position timeline

Legacy Financial Group LLC held 353,819 SDY 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 353,819 shares

   Change vs previous 13F +62,398 shares

   6.06% of the 13F portfolio, value $53,844,229.

   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).

2. period ended2026-03-31

   13F 291,421 shares

   Change vs previous 13F -113 shares

   5.35% of the 13F portfolio, value $42,530,013.

   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).

3. period ended2025-12-31

   13F 291,534 shares

   Change vs previous 13F +1,906 shares

   5.5% of the 13F portfolio, value $44,502,672.

   13F-HR 0001834011-26-000002 filed by Legacy Financial Group LLC
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 289,628 shares

   Change vs previous 13F +3,036 shares

   5.31% of the 13F portfolio, value $40,562,418.

   13F-HR 0001834011-26-000001 filed by Legacy Financial Group LLC
   Filed 2026-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 286,592 shares

   Change vs previous 13F -81,756 shares

   5.43% of the 13F portfolio, value $38,899,114.

   13F-HR 0001754960-25-000386 filed by Legacy Financial Group LLC
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 368,348 shares

   Change vs previous 13F -9,020 shares

   7.69% of the 13F portfolio, value $49,977,458.

   13F-HR 0001754960-25-000168 filed by Legacy Financial Group LLC
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 377,368 shares

   Change vs previous 13F +3,088 shares

   13F-HR 0001754960-25-000054 filed by Legacy Financial Group LLC
   Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   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 374,280 shares

   Change vs previous 13F not available

   10.23% of the 13F portfolio, value $53,162,774.

   13F-HR 0001754960-24-000501 filed by Legacy Financial Group LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).