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Legacy Financial Group LLC

Position in ESN — Essential 40 Stock ETF

CIK 1834011 DES MOINES, IA

Position in ESN

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$45,216,772
+$11,952,074 QoQ
Shares Held
2,274,028
+19.7% QoQ
Ownership
of shares outstanding
% of Portfolio
28.32%
of 13F equity value
Holder Rank
#2
of 17 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in ESN Over Time

Shares Held

Position Value (USD)

All Filings in ESN

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $45,216,772 2,274,028
2026-03-31 $33,264,698 1,899,212
2025-12-31 $32,462,107 1,891,621
2025-09-30 $31,251,582 1,831,863
2025-06-30 $28,073,746 1,750,561
2025-03-31 $1,892,526 123,372
2024-12-31 $1,855,482 124,839