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Legacy Financial Strategies, LLC: AFL position timeline

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

Legacy Financial Strategies, LLC held 30,162 AFL 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 30,162 shares
    Change vs previous 13F -1,035 shares

    0.55% of the 13F portfolio, value $3,371,530.

    13F-HR 0001723925-26-000010 filed by Legacy Financial Strategies, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 31,197 shares
    Change vs previous 13F -1,852 shares

    0.57% of the 13F portfolio, value $3,657,796.

    13F-HR 0001723925-26-000008 filed by Legacy Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 33,049 shares
    Change vs previous 13F -889 shares

    0.65% of the 13F portfolio, value $3,625,783.

    13F-HR 0001723925-26-000004 filed by Legacy Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 33,938 shares
    Change vs previous 13F -2,759 shares

    0.66% of the 13F portfolio, value $3,742,374.

    13F-HR 0001723925-26-000002 filed by Legacy Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 36,697 shares
    Change vs previous 13F +1,285 shares

    0.74% of the 13F portfolio, value $4,099,008.

    13F-HR 0001723925-25-000003 filed by Legacy Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 35,412 shares
    Change vs previous 13F -931 shares

    0.73% of the 13F portfolio, value $3,734,518.

    13F-HR 0001085146-25-003723 filed by Legacy Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 36,343 shares
    Change vs previous 13F -2,742 shares

    0.88% of the 13F portfolio, value $4,040,989.

    13F-HR 0001085146-25-001918 filed by Legacy Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 39,085 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $4,000,767.

    13F-HR 0001085146-25-000556 filed by Legacy Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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