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Disclosery

Legacy Financial Group LLC: TOPT position timeline

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

Legacy Financial Group LLC held 18,459 TOPT 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 18,459 shares
    Change vs previous 13F +323 shares

    0.07% of the 13F portfolio, value $607,668.

    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 18,136 shares
    Change vs previous 13F +222 shares

    0.07% of the 13F portfolio, value $519,041.

    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 17,914 shares
    Change vs previous 13F +717 shares

    0.07% of the 13F portfolio, value $546,198.

    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 17,197 shares
    Change vs previous 13F +935 shares

    0.07% of the 13F portfolio, value $523,823.

    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 16,262 shares
    Change vs previous 13F +7,839 shares

    0.06% of the 13F portfolio, value $443,801.

    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 8,423 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $200,635.

    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).