Skip to content
Disclosery

Legacy Financial Strategies, LLC: SDSI position timeline

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

Legacy Financial Strategies, LLC held 339,439 SDSI 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 339,439 shares
    Change vs previous 13F +9,335 shares

    2.79% of the 13F portfolio, value $17,155,233.

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

  2. period ended2026-06-30
    13F 330,104 shares
    Change vs previous 13F +325,389 shares

    2.63% of the 13F portfolio, value $16,950,833.

    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 4,715 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $241,828.

    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).