Legacy Financial Strategies, LLC: AAPL position timeline

Legacy Financial Strategies, LLC held 31,445 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 31,445 shares

   Change vs previous 13F -539 shares

   1.7% of the 13F portfolio, value $10,471,834.

   13F-HR 0001723925-26-000010 filed by Legacy Financial Strategies, LLC
   Accepted 2026-10-15 14:50:07 UTC, ingested 2026-10-15 14:51:10 UTC

2. period ended2026-06-30

   13F 31,984 shares

   Change vs previous 13F +247 shares

   1.43% of the 13F portfolio, value $9,254,998.

   13F-HR 0001723925-26-000008 filed by Legacy Financial Strategies, LLC
   Filed 2026-07-21 (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).

3. period ended2026-03-31

   13F 31,737 shares

   Change vs previous 13F -350 shares

   1.45% of the 13F portfolio, value $8,054,565.

   13F-HR 0001723925-26-000004 filed by Legacy Financial Strategies, LLC
   Filed 2026-05-01 (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).

4. period ended2025-12-31

   13F 32,087 shares

   Change vs previous 13F +209 shares

   1.54% of the 13F portfolio, value $8,723,040.

   13F-HR 0001723925-26-000002 filed by Legacy Financial Strategies, LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 31,878 shares

   Change vs previous 13F +251 shares

   1.47% of the 13F portfolio, value $8,116,990.

   13F-HR 0001723925-25-000003 filed by Legacy Financial Strategies, LLC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 31,627 shares

   Change vs previous 13F -257 shares

   1.27% of the 13F portfolio, value $6,488,918.

   13F-HR 0001085146-25-003723 filed by Legacy Financial Strategies, LLC
   Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 31,884 shares

   Change vs previous 13F +733 shares

   1.54% of the 13F portfolio, value $7,082,491.

   13F-HR 0001085146-25-001918 filed by Legacy Financial Strategies, LLC
   Filed 2025-04-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 31,151 shares

   Change vs previous 13F not available

   1.64% of the 13F portfolio, value $7,596,123.

   13F-HR 0001085146-25-000556 filed by Legacy Financial Strategies, LLC
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).