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Disclosery

Legacy Financial Strategies, LLC: EXPD position timeline

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

Legacy Financial Strategies, LLC held 2,392 EXPD 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 2,392 shares
    Change vs previous 13F -13,761 shares

    0.06% of the 13F portfolio, value $389,811.

    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 16,153 shares
    Change vs previous 13F -4,317 shares

    0.42% of the 13F portfolio, value $2,313,609.

    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 20,470 shares
    Change vs previous 13F -3,008 shares

    0.54% of the 13F portfolio, value $3,050,250.

    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 23,478 shares
    Change vs previous 13F +846 shares

    0.52% of the 13F portfolio, value $2,878,192.

    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 22,632 shares
    Change vs previous 13F +1,910 shares

    0.51% of the 13F portfolio, value $2,585,693.

    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 20,722 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,491,783.

    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).