LEGACY FINANCIAL GROUP, INC.

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$288M
Signature - Title
Kevin King - President & Shareholder
Location
Tulsa, OK
Summary
This page shows a list of all the recent 13F filings made by LEGACY FINANCIAL GROUP, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LEGACY FINANCIAL GROUP, INC. reported 79 stock holdings with total value $288M as of Q3 2024. Top holdings included VUG, AVUS, DFAC, DFUV, and DFAI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 79 $288M +$21.7M -$2.1M +$19.5M VUG, AVUS, DFAC, DFUV, DFAI 13F-HR 11/13/2024, 12:58 PM
Q2 2024 72 $264M +$9.68M -$2.43M +$7.24M VUG, AVUS, DFAC, DFUV, DFAI 13F-HR 8/12/2024, 09:14 AM
Q1 2024 74 $254M +$15.9M -$5.01M +$10.9M VUG, DFAC, AVUS, DFUV, DFAI 13F-HR 5/13/2024, 04:13 PM
Q4 2023 69 $229M +$12.9M -$5.08M +$7.87M VUG, DFAC, DFUV, DFAI, AVUS 13F-HR 2/13/2024, 09:23 AM
Q3 2023 69 $203M +$10.1M -$1.84M +$8.23M VUG, DFAC, DFAI, DFUV, AVUS 13F-HR 11/13/2023, 07:57 AM
Q2 2023 70 $200M +$13M -$2.51M +$10.5M VUG, DFAC, DFUV, DFAI, AVUS 13F-HR 8/7/2023, 05:21 PM
Q1 2023 64 $181M +$15.5M -$5.76M +$9.76M VUG, DFAC, DFUV, DFAI, AVUS 13F-HR 5/12/2023, 01:59 PM
Q4 2022 62 $162M $0 $0 DFAC, DFUV, VUG, DFAI, AVUS 13F-HR 2/15/2023, 12:19 PM