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Legacy Wealth Advisors, LLC: TAFI position timeline

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

Legacy Wealth Advisors, LLC held 133,481 TAFI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,481 shares
    Change vs previous 13F +99,682 shares

    1.46% of the 13F portfolio, value $3,366,391.

    13F-HR 0002111463-26-000004 filed by Legacy Wealth Advisors, 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 33,799 shares
    Change vs previous 13F +476 shares

    0.43% of the 13F portfolio, value $851,059.

    13F-HR 0002111463-26-000003 filed by Legacy Wealth Advisors, 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 33,323 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $840,073.

    13F-HR 0002111463-26-000001 filed by Legacy Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).