Legacy Financial Strategies, LLC: ET position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Financial Strategies, LLC on ET, newest first. How the timeline and the estimate are built.
Legacy Financial Strategies, LLC held 0 ET shares at 2026-09-30 per its 13F-HR filed 2026-10-15.
the latest 13F is the newest step
- period ended2026-09-3013F 0 sharesChange vs previous 13F -20,391 shares
13F-HR 0001723925-26-000010 filed by Legacy Financial Strategies, LLC
Accepted , ingestedExited: the 13F for this period no longer lists the position.
- period ended2026-06-3013F 20,391 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $389,876.
13F-HR 0001723925-26-000008 filed by Legacy Financial Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 20,391 sharesChange vs previous 13F -3 shares
0.07% of the 13F portfolio, value $393,546.
13F-HR 0001723925-26-000004 filed by Legacy Financial Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 20,394 sharesChange vs previous 13F +3 shares
0.06% of the 13F portfolio, value $336,297.
13F-HR 0001723925-26-000002 filed by Legacy Financial Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 20,391 sharesChange vs previous 13F -1,164 shares
0.06% of the 13F portfolio, value $349,910.
13F-HR 0001723925-25-000003 filed by Legacy Financial Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 21,555 sharesChange vs previous 13F +1,164 shares
0.08% of the 13F portfolio, value $390,792.
13F-HR 0001085146-25-003723 filed by Legacy Financial Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20,391 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $379,069.
13F-HR 0001085146-25-001918 filed by Legacy Financial Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 20,391 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $401,907.
13F-HR 0001085146-25-000556 filed by Legacy Financial Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).