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Legacy Financial Strategies, LLC: NDSN position timeline

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

Legacy Financial Strategies, LLC held 9,373 NDSN 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 9,373 shares
    Change vs previous 13F -665 shares

    0.5% of the 13F portfolio, value $3,072,997.

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

  2. period ended2026-06-30
    13F 10,038 shares
    Change vs previous 13F -665 shares

    0.47% of the 13F portfolio, value $3,028,478.

    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 ended2026-03-31
    13F 10,703 shares
    Change vs previous 13F -624 shares

    0.51% of the 13F portfolio, value $2,847,527.

    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).

  4. period ended2025-12-31
    13F 11,327 shares
    Change vs previous 13F -1,233 shares

    0.48% of the 13F portfolio, value $2,723,376.

    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).

  5. period ended2025-09-30
    13F 12,560 shares
    Change vs previous 13F +96 shares

    0.51% of the 13F portfolio, value $2,850,472.

    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).

  6. period ended2025-06-30
    13F 12,464 shares
    Change vs previous 13F +788 shares

    0.52% of the 13F portfolio, value $2,671,874.

    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).

  7. period ended2025-03-31
    13F 11,676 shares
    Change vs previous 13F +2,384 shares

    0.51% of the 13F portfolio, value $2,355,299.

    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).

  8. period ended2024-12-31
    13F 9,292 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,904,593.

    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).