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Legend Financial Advisors, Inc.: TBBK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legend Financial Advisors, Inc. on TBBK, newest first. How the timeline and the estimate are built.

Legend Financial Advisors, Inc. held 17,841 TBBK 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 17,841 shares
    Change vs previous 13F +4,382 shares

    0.63% of the 13F portfolio, value $1,117,560.

    13F-HR 0001781948-26-000003 filed by Legend Financial Advisors, Inc.
    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 13,459 shares
    Change vs previous 13F +77 shares

    0.47% of the 13F portfolio, value $723,152.

    13F-HR 0001781948-26-000002 filed by Legend Financial Advisors, Inc.
    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 13,382 shares
    Change vs previous 13F -305 shares

    0.55% of the 13F portfolio, value $903,553.

    13F-HR 0001781948-26-000001 filed by Legend Financial Advisors, Inc.
    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 13,687 shares
    Change vs previous 13F -144 shares

    0.63% of the 13F portfolio, value $1,025,019.

    13F-HR 0001781948-25-000006 filed by Legend Financial Advisors, Inc.
    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 13,831 shares
    Change vs previous 13F -28 shares

    0.52% of the 13F portfolio, value $787,952.

    13F-HR 0001781948-25-000004 filed by Legend Financial Advisors, Inc.
    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 13,859 shares
    Change vs previous 13F +63 shares

    0.54% of the 13F portfolio, value $732,310.

    13F-HR 0001781948-25-000003 filed by Legend Financial Advisors, Inc.
    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 13,796 shares
    Change vs previous 13F -93 shares

    0.51% of the 13F portfolio, value $726,083.

    13F-HR 0001781948-25-000001 filed by Legend Financial Advisors, Inc.
    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 13,889 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $743,062.

    13F-HR 0001781948-24-000005 filed by Legend Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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