Legacy Financial Strategies, LLC
CIK
0001723925
City
LEAWOOD
State / Country
KS
Holdings in EOT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $516,549 | 30,547 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $508,302 | 30,547 | Shares | Sole | 2025-11-06 |
| 2025-06-30 | $496,083 | 30,547 | Shares | Sole | 2025-07-10 |
| 2025-03-31 | $537,595 | 32,288 | Shares | Sole | 2025-04-08 |
| 2024-12-31 | $559,475 | 33,990 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $417,983 | 23,286 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $391,917 | 23,273 | Shares | Sole | 2024-07-10 |
| 2024-03-31 | $385,899 | 23,261 | Shares | Sole | 2024-04-10 |
| 2023-12-31 | $390,158 | 23,059 | Shares | Sole | 2024-02-01 |
| 2023-09-30 | $200,592 | 12,367 | Shares | Sole | 2023-11-13 |