Legacy Financial Advisors, Inc.
Holdings in KE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,262,276 | 45,373 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $1,136,202 | 38,051 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $731,720 | 38,051 | Shares | Sole | 2025-08-07 |
| 2025-03-31 | $625,938 | 38,051 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $712,695 | 38,051 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $583,120 | 31,503 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $692,435 | 31,503 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $682,039 | 31,503 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $849,005 | 31,503 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $634,476 | 23,173 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $640,269 | 23,173 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $558,469 | 23,173 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $523,478 | 23,173 | Shares | Sole | 2023-02-06 |
| 2022-09-30 | $252,036 | 14,696 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $295,389 | 14,696 | Shares | Sole | 2022-08-08 |
| 2022-03-31 | $293,773 | 14,696 | Shares | Sole | 2022-05-04 |