Legacy Financial Advisors, Inc.
Holdings in HLMN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,186,650 | 252,500 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $2,317,950 | 252,500 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $1,802,850 | 252,500 | Shares | Sole | 2025-08-07 |
| 2025-03-31 | $988,875 | 112,500 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $1,095,750 | 112,500 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $1,188,000 | 112,500 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $995,625 | 112,500 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $1,197,000 | 112,500 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $1,036,125 | 112,500 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $928,125 | 112,500 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $1,013,625 | 112,500 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $947,250 | 112,500 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $811,125 | 112,500 | Shares | Sole | 2023-02-06 |
| 2022-09-30 | $358,150 | 47,500 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $410,400 | 47,500 | Shares | Sole | 2022-08-08 |
| 2022-03-31 | $564,300 | 47,500 | Shares | Sole | 2022-05-04 |