Legacy Financial Strategies, LLC: LIN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Financial Strategies, LLC on LIN, newest first. How the timeline and the estimate are built.
Legacy Financial Strategies, LLC held 6,369 LIN shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 6,369 sharesChange vs previous 13F -300 shares
0.51% of the 13F portfolio, value $3,305,034.
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 6,669 sharesChange vs previous 13F -173 shares
0.6% of the 13F portfolio, value $3,306,293.
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 6,842 sharesChange vs previous 13F -776 shares
0.52% of the 13F portfolio, value $2,917,536.
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 7,618 sharesChange vs previous 13F +73 shares
0.65% of the 13F portfolio, value $3,618,418.
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 7,545 sharesChange vs previous 13F +127 shares
0.69% of the 13F portfolio, value $3,540,169.
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).
- period ended2025-03-3113F 7,418 sharesChange vs previous 13F +87 shares
0.75% of the 13F portfolio, value $3,454,025.
13F-HR 0001085146-25-001918 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 ended2024-12-3113F 7,331 sharesChange vs previous 13F -107 shares
0.65% of the 13F portfolio, value $3,036,337.
13F-HR 0001085146-25-000556 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 ended2024-09-3013F 7,438 sharesChange vs previous 13F not available
0.78% of the 13F portfolio, value $3,547,028.
13F-HR 0001085146-24-004989 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).