Legacy Financial Strategies, LLC: IGM position timeline

Legacy Financial Strategies, LLC held 260,734 IGM 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 260,734 shares

   Change vs previous 13F +4,992 shares

   7.16% of the 13F portfolio, value $44,074,458.

   13F-HR 0001723925-26-000010 filed by Legacy Financial Strategies, LLC
   Accepted 2026-10-15 14:50:07 UTC, ingested 2026-10-15 14:51:10 UTC

2. period ended2026-06-30

   13F 255,742 shares

   Change vs previous 13F -318 shares

   6.48% of the 13F portfolio, value $41,834,328.

   13F-HR 0001723925-26-000008 filed by Legacy Financial Strategies, LLC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 256,060 shares

   Change vs previous 13F +1,165 shares

   5.48% of the 13F portfolio, value $30,345,658.

   13F-HR 0001723925-26-000004 filed by Legacy Financial Strategies, LLC
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 254,895 shares

   Change vs previous 13F -45,551 shares

   5.83% of the 13F portfolio, value $32,922,246.

   13F-HR 0001723925-26-000002 filed by Legacy Financial Strategies, LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 300,446 shares

   Change vs previous 13F +27,112 shares

   6.83% of the 13F portfolio, value $37,841,188.

   13F-HR 0001723925-25-000003 filed by Legacy Financial Strategies, LLC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 273,334 shares

   Change vs previous 13F +14,018 shares

   6.03% of the 13F portfolio, value $30,706,391.

   13F-HR 0001085146-25-003723 filed by Legacy Financial Strategies, LLC
   Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 259,316 shares

   Change vs previous 13F +6,204 shares

   5.13% of the 13F portfolio, value $23,512,152.

   13F-HR 0001085146-25-001918 filed by Legacy Financial Strategies, LLC
   Filed 2025-04-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 253,112 shares

   Change vs previous 13F not available

   5.57% of the 13F portfolio, value $25,883,241.

   13F-HR 0001085146-25-000556 filed by Legacy Financial Strategies, LLC
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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