Legacy Financial Strategies, LLC: RSP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Financial Strategies, LLC on RSP, newest first. How the timeline and the estimate are built.
Legacy Financial Strategies, LLC held 3,555 RSP shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 3,555 sharesChange vs previous 13F +1 shares
0.12% of the 13F portfolio, value $756,309.
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 3,554 sharesChange vs previous 13F -35 shares
0.12% of the 13F portfolio, value $682,179.
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 3,589 sharesChange vs previous 13F -1,841 shares
0.12% of the 13F portfolio, value $687,585.
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 5,430 sharesChange vs previous 13F 0 shares
0.19% of the 13F portfolio, value $1,030,129.
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 5,430 sharesChange vs previous 13F 0 shares
0.19% of the 13F portfolio, value $986,885.
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 5,430 sharesChange vs previous 13F +9 shares
0.21% of the 13F portfolio, value $940,658.
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 5,421 sharesChange vs previous 13F +14 shares
0.2% of the 13F portfolio, value $947,157.
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 5,407 sharesChange vs previous 13F not available
0.21% of the 13F portfolio, value $968,718.
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).