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Disclosery

Legacy Financial Strategies, LLC: JPIE position timeline

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

Legacy Financial Strategies, LLC held 8,675 JPIE 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 8,675 shares
    Change vs previous 13F +1,105 shares

    0.06% of the 13F portfolio, value $389,421.

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

  2. period ended2026-06-30
    13F 7,570 shares
    Change vs previous 13F +7,570 shares

    0.05% of the 13F portfolio, value $348,599.

    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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -5,416 shares

    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).

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

  4. period ended2025-06-30
    13F 5,416 shares
    Change vs previous 13F -1,222 shares

    0.05% of the 13F portfolio, value $250,869.

    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).

  5. period ended2025-03-31
    13F 6,638 shares
    Change vs previous 13F -282 shares

    0.07% of the 13F portfolio, value $305,813.

    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).

  6. period ended2024-12-31
    13F 6,920 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $315,829.

    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).