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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

  1. period ended2026-09-30
    13F 0 shares
    Change vs previous 13F -20,391 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 20,391 shares
    Change 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), ingested

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

  3. period ended2026-03-31
    13F 20,391 shares
    Change 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), ingested

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

  4. period ended2025-12-31
    13F 20,394 shares
    Change 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), ingested

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

  5. period ended2025-09-30
    13F 20,391 shares
    Change 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), ingested

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

  6. period ended2025-06-30
    13F 21,555 shares
    Change 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), ingested

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

  7. period ended2025-03-31
    13F 20,391 shares
    Change 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), ingested

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

  8. period ended2024-12-31
    13F 20,391 shares
    Change 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), ingested

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