Legacy Financial Group LLC: VO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Financial Group LLC on VO, newest first. How the timeline and the estimate are built.
Legacy Financial Group LLC held 69,800 VO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 69,800 sharesChange vs previous 13F +51,669 shares
0.63% of the 13F portfolio, value $5,623,824.
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 18,131 sharesChange vs previous 13F -21 shares
0.65% of the 13F portfolio, value $5,206,907.
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 18,152 sharesChange vs previous 13F +640 shares
0.67% of the 13F portfolio, value $5,410,307.
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 17,512 sharesChange vs previous 13F -296 shares
0.67% of the 13F portfolio, value $5,144,009.
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 17,808 sharesChange vs previous 13F +1,755 shares
0.7% of the 13F portfolio, value $4,983,185.
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 16,053 sharesChange vs previous 13F +655 shares
0.64% of the 13F portfolio, value $4,151,703.
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 15,398 sharesChange vs previous 13F -1,043 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 16,441 sharesChange vs previous 13F not available
0.83% of the 13F portfolio, value $4,337,582.
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).