LEGACY FINANCIAL INDEPENDENT ADVISORS LLC: PSA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LEGACY FINANCIAL INDEPENDENT ADVISORS LLC on PSA, newest first. How the timeline and the estimate are built.

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC held 14,684 PSA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 14,684 shares
Change vs previous 13F +413 shares
2.2% of the 13F portfolio, value $4,674,064.
13F-HR 0002131510-26-000002 filed by LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
Filed 2026-08-10 (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).
period ended2026-03-31
13F 14,271 shares
Change vs previous 13F not available
2.01% of the 13F portfolio, value $3,865,728.
13F-HR 0002131510-26-000001 filed by LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
Filed 2026-05-05 (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).