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Legacy Financial Strategies, LLC: SPHB position timeline

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

Legacy Financial Strategies, LLC held 5,500 SPHB shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,500 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $855,745.

    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).

  2. period ended2026-03-31
    13F 5,500 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $637,725.

    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).

  3. period ended2025-12-31
    13F 5,500 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $643,335.

    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).

  4. period ended2025-09-30
    13F 5,500 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $603,900.

    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).

  5. period ended2025-06-30
    13F 5,500 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $536,415.

    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).

  6. period ended2025-03-31
    13F 5,500 shares
    Change vs previous 13F -3,000 shares

    0.09% of the 13F portfolio, value $430,430.

    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).

  7. period ended2024-12-31
    13F 8,500 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $753,355.

    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).

  8. period ended2024-09-30
    13F 8,500 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $758,370.

    13F-HR 0001085146-24-004989 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).