Legacy Financial Strategies, LLC: SPH position timeline

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

Legacy Financial Strategies, LLC held 14,000 SPH shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

period ended2026-06-30
13F 14,000 shares
Change vs previous 13F 0 shares
0.04% of the 13F portfolio, value $239,400.
13F-HR 0001723925-26-000008 filed by Legacy Financial Strategies, LLC
Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 14,000 shares
Change vs previous 13F 0 shares
0.05% of the 13F portfolio, value $275,660.
13F-HR 0001723925-26-000004 filed by Legacy Financial Strategies, LLC
Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 14,000 shares
Change vs previous 13F 0 shares
0.05% of the 13F portfolio, value $259,560.
13F-HR 0001723925-26-000002 filed by Legacy Financial Strategies, LLC
Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 14,000 shares
Change vs previous 13F 0 shares
0.05% of the 13F portfolio, value $261,100.
13F-HR 0001723925-25-000003 filed by Legacy Financial Strategies, LLC
Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 14,000 shares
Change vs previous 13F 0 shares
0.05% of the 13F portfolio, value $259,420.
13F-HR 0001085146-25-003723 filed by Legacy Financial Strategies, LLC
Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 14,000 shares
Change vs previous 13F 0 shares
0.06% of the 13F portfolio, value $294,140.
13F-HR 0001085146-25-001918 filed by Legacy Financial Strategies, LLC
Filed 2025-04-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 14,000 shares
Change vs previous 13F 0 shares
0.05% of the 13F portfolio, value $247,380.
13F-HR 0001085146-25-000556 filed by Legacy Financial Strategies, LLC
Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 14,000 shares
Change vs previous 13F not available
0.06% of the 13F portfolio, value $251,160.
13F-HR 0001085146-24-004989 filed by Legacy Financial Strategies, LLC
Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).