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Legacy Financial Strategies, LLC: MKC position timeline

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

Legacy Financial Strategies, LLC held 0 MKC shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -32,448 shares

    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).

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

  2. period ended2026-03-31
    13F 32,448 shares
    Change vs previous 13F -22 shares

    0.3% of the 13F portfolio, value $1,636,681.

    13F-HR 0001723925-26-000004 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 ended2025-12-31
    13F 32,470 shares
    Change vs previous 13F -6,685 shares

    0.39% of the 13F portfolio, value $2,211,508.

    13F-HR 0001723925-26-000002 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).

  4. period ended2025-09-30
    13F 39,155 shares
    Change vs previous 13F -819 shares

    0.47% of the 13F portfolio, value $2,619,868.

    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).

  5. period ended2025-06-30
    13F 39,974 shares
    Change vs previous 13F +1,779 shares

    0.59% of the 13F portfolio, value $3,030,838.

    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).

  6. period ended2025-03-31
    13F 38,195 shares
    Change vs previous 13F +244 shares

    0.69% of the 13F portfolio, value $3,143,817.

    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).

  7. period ended2024-12-31
    13F 37,951 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,879,685.

    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).