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Legacy Financial Strategies, LLC: AOS position timeline

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

Legacy Financial Strategies, LLC held 6,177 AOS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,177 shares
    Change vs previous 13F -2,303 shares

    0.06% of the 13F portfolio, value $387,415.

    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).

  2. period ended2026-03-31
    13F 8,480 shares
    Change vs previous 13F -29,480 shares

    0.1% of the 13F portfolio, value $559,154.

    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).

  3. period ended2025-12-31
    13F 37,960 shares
    Change vs previous 13F -4,624 shares

    0.45% of the 13F portfolio, value $2,538,769.

    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).

  4. period ended2025-09-30
    13F 42,584 shares
    Change vs previous 13F +1,187 shares

    0.56% of the 13F portfolio, value $3,126,103.

    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).

  5. period ended2025-06-30
    13F 41,397 shares
    Change vs previous 13F +1,501 shares

    0.53% of the 13F portfolio, value $2,714,413.

    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).

  6. period ended2025-03-31
    13F 39,896 shares
    Change vs previous 13F +1,048 shares

    0.57% of the 13F portfolio, value $2,607,583.

    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).

  7. period ended2024-12-31
    13F 38,848 shares
    Change vs previous 13F -389 shares

    0.56% of the 13F portfolio, value $2,615,649.

    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).

  8. period ended2024-09-30
    13F 39,237 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $3,524,619.

    13F-HR 0001085146-24-004989 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).