Legacy Financial Group LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$520M
Signature - Title
Aryn Sands - Agent
Location
Des Moines, IA
Summary
This page shows a list of all the recent 13F filings made by Legacy Financial Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Legacy Financial Group LLC reported 56 stock holdings with total value $520M as of Q3 2024. Top holdings included IUSG, SDY, VOO, VB, and IUSB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 56 $520M +$47M -$62.1M -$15.2M IUSG, SDY, VOO, VB, IUSB 13F-HR 10/15/2024, 04:17 PM
Q2 2024 107 $508M +$49.4M -$41M +$8.4M IUSG, SDY, VOO, VB, IUSB 13F-HR 7/17/2024, 10:07 AM
Q1 2024 107 $494M +$471M -$226K +$471M IUSG, SDY, VOO, VB, IUSB 13F-HR 4/10/2024, 02:55 PM
Q4 2023 29 $22M +$117K -$522M -$522M SDY, IUSG, VOO, VB, IGIB 13F-HR 1/22/2024, 03:35 PM
Q3 2023 553 $515M +$169M -$27.4M +$142M SDY, IUSG, FLQS, VOO, VB 13F-HR 10/24/2023, 04:02 PM
Q2 2023 48 $388M +$47.8M -$33.9M +$13.9M SDY, IUSG, VOO, VB, XSOE 13F-HR 7/24/2023, 04:35 PM
Q1 2023 47 $365M +$43.2M -$22.5M +$20.7M SDY, IUSG, VB, IGIB, VOO 13F-HR 4/21/2023, 03:09 PM
Q4 2022 45 $334M +$41M -$21.5M +$19.4M SDY, IUSG, VB, IGIB, SHYG 13F-HR 1/26/2023, 04:56 PM
Q3 2022 38 $299M +$12.2M -$14.2M -$2.07M SDY, IUSG, VB, IGIB, VO 13F-HR 10/13/2022, 01:44 PM
Q2 2022 41 $317M +$26.4M -$13.4M +$13.1M SDY, IUSG, VB, IGIB, VO 13F-HR 7/8/2022, 01:33 PM
Q1 2022 45 $341M +$123M -$5.38M +$117M SDY, IUSG, VB, IGIB, VO 13F-HR 4/12/2022, 03:41 PM
Q4 2021 34 $233M +$13M -$123M -$110M IUSG, SDY, VB, VO, IGIB 13F-HR 1/20/2022, 02:13 PM
Q3 2021 59 $334M +$23.1M -$15M +$8.07M IUSG, SDY, VB, IGIB, SHYG 13F-HR 10/22/2021, 04:54 PM
Q2 2021 64 $331M +$55.2M -$24.3M +$30.9M IUSG, SDY, VB, IGIB, SHYG 13F-HR 7/20/2021, 10:45 AM
Q1 2021 60 $288M +$39.4M -$21M +$18.4M IUSG, SDY, VB, IGIB, SHYG 13F-HR 4/26/2021, 10:23 AM
Q4 2020 57 $260M $0 $0 IUSG, IGIB, VB, SDY, SHYG 13F-HR 1/28/2021, 04:47 PM