Position in OCC
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$275,492
+$82,394 QoQ
Shares Held
33,393
-23.0% QoQ
Ownership
0.378%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OCC Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $6,755,240 across 6 Communication Equipment names.
All Filings in OCC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $275,492 | 33,393 | Shares | Sole | 2026-04-30 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||