Legacy Financial Strategies, LLC
Position in ARI — Apollo Commercial Real Estate Finance, Inc.
CIK 1723925
OVERLAND PARK, KS
Position in ARI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$108,936
+$1,224 QoQ
Shares Held
10,200
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#196
of 281 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ARI Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Legacy Financial Strategies, LLC holds $392,182 across 3 REIT - Mortgage names. ARI ranks #2 (27.8% of the industry book) .
All Filings in ARI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,936 | 10,200 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $107,712 | 10,200 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $113,256 | 11,700 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $118,521 | 11,700 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $113,256 | 11,700 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $111,969 | 11,700 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $101,322 | 11,700 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $107,523 | 11,700 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $114,543 | 11,700 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $130,338 | 11,700 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $137,358 | 11,700 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $118,521 | 11,700 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $132,104 | 11,670 | Shares | Sole | 2023-07-28 | |
| No filing history on record for this holder in this stock. | ||||||