Legacy Financial Advisors, Inc.
Holdings in OCC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $193,098 | 43,393 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $2,083,056 | 256,534 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $964,580 | 331,471 | Shares | Sole | 2025-08-07 |
| 2025-03-31 | $321,396 | 115,196 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $581,484 | 161,076 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $568,243 | 212,031 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $280,823 | 103,625 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $229,275 | 81,016 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $147,244 | 54,535 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $91,147 | 30,484 | Shares | Sole | 2023-11-13 |