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Legacy Financial Group, Inc.ETFConcentrated long-term

CIK: 0001965579 | TULSA, OK

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR108$443.5M2026-10-21SEC ↗
Q2 2026
13F-HR104$428.5M2026-07-30SEC ↗
Q1 2026
13F-HR89$378.4M2026-04-27SEC ↗
Q4 2025
13F-HR94$381.4M2026-02-06SEC ↗
Q3 2025
13F-HR92$364.8M2025-11-05SEC ↗
Q2 2025
13F-HR85$338.3M2025-08-12SEC ↗
Q1 2025
13F-HR85$311.5M2025-05-01SEC ↗
Q4 2024
13F-HR85$310.6M2025-02-18SEC ↗
Q3 2024
13F-HR79$294.1M2024-11-13SEC ↗
Q2 2024
13F-HR72$264.1M2024-08-12SEC ↗
Q1 2024
13F-HR74$254.1M2024-05-13SEC ↗
Q4 2023
13F-HR69$229.2M2024-02-13SEC ↗
Q3 2023
13F-HR69$202.7M2023-11-13SEC ↗
Q2 2023
13F-HR70$200.2M2023-08-07SEC ↗
Q1 2023
13F-HR64$180.9M2023-05-12SEC ↗
Q4 2022
13F-HR62$162.3M2023-02-15SEC ↗