Legacy Financial Advisors, Inc.
Position in ALIT — Alight, Inc. / Delaware
CIK 1730810
COVINGTON, KY
Position in ALIT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$9,392
-$340 QoQ
Shares Held
839
+0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#157
of 198 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALIT Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $9,391,865 across 17 Software - Application names. ALIT ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
13,125 | $2,056,162 | |
| 2 | SHOP |
Shopify Inc.
|
11,309 | $1,291,261 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,074 | $688,422 | |
| 4 | ADBE |
Adobe Inc.
|
3,260 | $668,365 | |
| 5 | ADSK |
Autodesk, Inc.
|
3,422 | $665,305 | |
| 6 | ROP |
Roper Technologies Inc
|
1,743 | $589,813 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,455 | $546,090 | |
| 8 | ZM |
Zoom Communications, Inc.
|
5,623 | $485,321 |
All Filings in ALIT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,392 | 16,773 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $9,732 | 16,694 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||