Position in B
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$410,310
-$19,494 QoQ
Shares Held
11,171
+6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#616
of 1,002 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in B Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $1,809,351 across 4 Gold names. B ranks #3 (22.7% of the industry book) .
All Filings in B
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,310 | 11,171 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $429,804 | 10,537 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $373,179 | 8,569 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $270,352 | 8,250 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $237,098 | 11,388 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $258,435 | 13,294 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||