Legacy Financial Strategies, LLC: AVGO position timeline

Legacy Financial Strategies, LLC held 6,977 AVGO 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 6,977 shares

   Change vs previous 13F +213 shares

   0.4% of the 13F portfolio, value $2,450,188.

   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 6,764 shares

   Change vs previous 13F +223 shares

   0.4% of the 13F portfolio, value $2,555,143.

   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 6,541 shares

   Change vs previous 13F -499 shares

   0.37% of the 13F portfolio, value $2,024,379.

   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 7,040 shares

   Change vs previous 13F +1,337 shares

   0.43% of the 13F portfolio, value $2,436,629.

   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 5,703 shares

   Change vs previous 13F +1,391 shares

   0.34% of the 13F portfolio, value $1,881,441.

   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 4,312 shares

   Change vs previous 13F +2,299 shares

   0.23% of the 13F portfolio, value $1,188,533.

   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 2,013 shares

   Change vs previous 13F +378 shares

   0.07% of the 13F portfolio, value $337,082.

   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 1,635 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $379,391.

   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).