Legend Financial Advisors, Inc.: LCR position timeline

Legend Financial Advisors, Inc. held 255,221 LCR 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 255,221 shares

   Change vs previous 13F +3,359 shares

   5.77% of the 13F portfolio, value $10,148,794.

   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 251,862 shares

   Change vs previous 13F +3,860 shares

   6.05% of the 13F portfolio, value $9,386,049.

   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 248,002 shares

   Change vs previous 13F -7,158 shares

   5.72% of the 13F portfolio, value $9,445,833.

   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 255,160 shares

   Change vs previous 13F +3,079 shares

   5.94% of the 13F portfolio, value $9,692,661.

   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 252,081 shares

   Change vs previous 13F not available

   6.06% of the 13F portfolio, value $9,118,586.

   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).