Legacy Financial Strategies, LLC: GE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Financial Strategies, LLC on GE, newest first. How the timeline and the estimate are built.
Legacy Financial Strategies, LLC held 712 GE shares at 2026-09-30 per its 13F-HR filed 2026-10-15.
the latest 13F is the newest step
- period ended2026-09-3013F 712 sharesChange vs previous 13F -7 shares
0.04% of the 13F portfolio, value $222,365.
13F-HR 0001723925-26-000010 filed by Legacy Financial Strategies, LLC
Accepted , ingested - period ended2026-06-3013F 719 sharesChange vs previous 13F -32 shares
0.04% of the 13F portfolio, value $268,729.
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 751 sharesChange vs previous 13F +37 shares
0.04% of the 13F portfolio, value $213,124.
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 714 sharesChange vs previous 13F +30 shares
0.04% of the 13F portfolio, value $219,948.
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 684 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $205,775.
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).