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Legacy Financial Group LLC: TLH position timeline

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

Legacy Financial Group LLC held 60,819 TLH 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 60,819 shares
    Change vs previous 13F -14,936 shares

    0.69% of the 13F portfolio, value $6,103,145.

    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 75,755 shares
    Change vs previous 13F +3,540 shares

    0.96% of the 13F portfolio, value $7,630,062.

    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 72,215 shares
    Change vs previous 13F +64 shares

    0.9% of the 13F portfolio, value $7,290,818.

    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 72,151 shares
    Change vs previous 13F +19,557 shares

    0.97% of the 13F portfolio, value $7,430,799.

    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 52,594 shares
    Change vs previous 13F +16,050 shares

    0.75% of the 13F portfolio, value $5,343,558.

    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 36,544 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $3,791,404.

    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).