Position in GM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,126,292
+$5,589 QoQ
Shares Held
14,612
-2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#629
of 1,548 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $8,391,216 across 3 Auto Manufacturers names. GM ranks #2 (13.4% of the industry book) .
All Filings in GM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,126,292 | 14,612 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,120,703 | 15,043 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,361,866 | 16,747 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,274,151 | 20,898 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $919,095 | 18,677 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||