Legend Financial Advisors, Inc.: B position timeline

Legend Financial Advisors, Inc. held 22,327 B shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 22,327 shares

   Change vs previous 13F +38 shares

   0.47% of the 13F portfolio, value $820,071.

   13F-HR 0001781948-26-000003 filed by Legend Financial Advisors, Inc.
   Filed 2026-07-20 (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).

2. period ended2026-03-31

   13F 22,289 shares

   Change vs previous 13F -14,706 shares

   0.59% of the 13F portfolio, value $909,168.

   13F-HR 0001781948-26-000002 filed by Legend Financial Advisors, Inc.
   Filed 2026-04-24 (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).

3. period ended2025-12-31

   13F 36,995 shares

   Change vs previous 13F -8,144 shares

   0.98% of the 13F portfolio, value $1,611,132.

   13F-HR 0001781948-26-000001 filed by Legend Financial Advisors, Inc.
   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).

4. period ended2025-09-30

   13F 45,139 shares

   Change vs previous 13F +399 shares

   0.91% of the 13F portfolio, value $1,479,205.

   13F-HR 0001781948-25-000006 filed by Legend Financial Advisors, Inc.
   Filed 2025-11-04 (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).

5. period ended2025-06-30

   13F 44,740 shares

   Change vs previous 13F not available

   0.62% of the 13F portfolio, value $931,487.

   13F-HR 0001781948-25-000004 filed by Legend Financial Advisors, Inc.
   Filed 2025-07-16 (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).