LEGACY FINANCIAL INDEPENDENT ADVISORS LLC: XEVTX position timeline

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

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC held 128,835 XEVTX 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 128,835 shares
Change vs previous 13F +38,052 shares
1.68% of the 13F portfolio, value $3,566,153.
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 90,783 shares
Change vs previous 13F not available
1.16% of the 13F portfolio, value $2,228,723.
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).