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Legacy Financial Strategies, LLC: QQQ position timeline

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

Legacy Financial Strategies, LLC held 1,150 QQQ 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 1,150 shares
    Change vs previous 13F +55 shares

    0.14% of the 13F portfolio, value $850,820.

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

  2. period ended2026-06-30
    13F 1,095 shares
    Change vs previous 13F +492 shares

    0.12% of the 13F portfolio, value $806,586.

    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 603 shares
    Change vs previous 13F +173 shares

    0.06% of the 13F portfolio, value $348,061.

    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 430 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $264,173.

    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).