Legacy Financial Strategies, LLC: TROW position timeline

Legacy Financial Strategies, LLC held 0 TROW shares at 2026-03-31 per its 13F-HR filed 2026-05-01.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -17,573 shares

   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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 17,573 shares

   Change vs previous 13F +14,797 shares

   0.32% of the 13F portfolio, value $1,799,161.

   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).

3. period ended2025-09-30

   13F 2,776 shares

   Change vs previous 13F +89 shares

   0.05% of the 13F portfolio, value $284,971.

   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).

4. period ended2025-06-30

   13F 2,687 shares

   Change vs previous 13F -19,317 shares

   0.05% of the 13F portfolio, value $259,329.

   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).

5. period ended2025-03-31

   13F 22,004 shares

   Change vs previous 13F -215 shares

   0.44% of the 13F portfolio, value $2,021,534.

   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).

6. period ended2024-12-31

   13F 22,219 shares

   Change vs previous 13F not available

   0.54% of the 13F portfolio, value $2,520,256.

   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).