Legacy Financial Strategies, LLC: GWW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Financial Strategies, LLC on GWW, newest first. How the timeline and the estimate are built.
Legacy Financial Strategies, LLC held 1,907 GWW shares at 2026-09-30 per its 13F-HR filed 2026-10-15.
the latest 13F is the newest step
- period ended2026-09-3013F 1,907 sharesChange vs previous 13F -191 shares
0.39% of the 13F portfolio, value $2,375,823.
13F-HR 0001723925-26-000010 filed by Legacy Financial Strategies, LLC
Accepted , ingested - period ended2026-06-3013F 2,098 sharesChange vs previous 13F -65 shares
0.44% of the 13F portfolio, value $2,854,212.
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 2,163 sharesChange vs previous 13F +44 shares
0.43% of the 13F portfolio, value $2,359,479.
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 2,119 sharesChange vs previous 13F -363 shares
0.38% of the 13F portfolio, value $2,138,213.
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 2,482 sharesChange vs previous 13F +71 shares
0.43% of the 13F portfolio, value $2,365,267.
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 2,411 sharesChange vs previous 13F not available
0.49% of the 13F portfolio, value $2,508,027.
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).