Legacy Financial Group LLC: SPY position timeline

Legacy Financial Group LLC held 2,679 SPY 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 2,679 shares

   Change vs previous 13F -4 shares

   0.23% of the 13F portfolio, value $2,000,535.

   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 2,683 shares

   Change vs previous 13F -1 shares

   0.22% of the 13F portfolio, value $1,745,044.

   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 2,684 shares

   Change vs previous 13F -113 shares

   0.23% of the 13F portfolio, value $1,841,925.

   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 2,797 shares

   Change vs previous 13F -37 shares

   0.24% of the 13F portfolio, value $1,863,161.

   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 2,834 shares

   Change vs previous 13F +81 shares

   0.24% of the 13F portfolio, value $1,751,031.

   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 2,753 shares

   Change vs previous 13F -127 shares

   0.24% of the 13F portfolio, value $1,540,151.

   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 2,880 shares

   Change vs previous 13F +2,880 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 0 shares

   Change vs previous 13F not available

   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).

   Exited: the 13F for this period no longer lists the position.