Position in FTI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$365,578
-$15,881 QoQ
Shares Held
5,514
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#561
of 813 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FTI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $909,221 across 3 Oil & Gas Equipment & Services names. FTI ranks #1 (40.2% of the industry book) .
All Filings in FTI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,578 | 5,514 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $381,459 | 5,518 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $211,080 | 4,737 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||