Legacy Financial Strategies, LLC
Holdings in SPH
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $259,560 | 14,000 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $261,100 | 14,000 | Shares | Sole | 2025-11-06 |
| 2025-06-30 | $259,420 | 14,000 | Shares | Sole | 2025-07-10 |
| 2025-03-31 | $294,140 | 14,000 | Shares | Sole | 2025-04-08 |
| 2024-12-31 | $240,800 | 14,000 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $251,160 | 14,000 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $265,860 | 14,000 | Shares | Sole | 2024-07-10 |
| 2024-03-31 | $347,310 | 17,000 | Shares | Sole | 2024-04-10 |
| 2023-12-31 | $365,856 | 20,600 | Shares | Sole | 2024-02-01 |
| 2023-09-30 | $332,235 | 20,700 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $306,360 | 20,700 | Shares | Sole | 2023-07-28 |
| 2023-03-31 | $317,124 | 20,700 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $314,226 | 20,700 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $332,605 | 22,100 | Shares | Sole | 2022-11-08 |
| 2022-06-30 | $337,246 | 22,100 | Shares | Sole | 2022-08-09 |
| 2022-03-31 | $355,810 | 22,100 | Shares | Sole | 2022-05-06 |
| 2021-12-31 | $323,765 | 22,100 | Shares | Sole | 2022-01-31 |
| 2021-09-30 | $343,840 | 22,400 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $343,616 | 22,400 | Shares | Sole | 2021-08-02 |
| 2021-03-31 | $331,968 | 22,400 | Shares | Sole | 2021-05-07 |
| 2020-12-31 | $332,864 | 22,400 | Shares | Sole | 2021-02-04 |
| 2020-09-30 | $364,672 | 22,400 | Shares | Sole | 2020-11-03 |
| 2020-06-30 | $320,320 | 22,400 | Shares | Sole | 2020-08-14 |
| 2020-03-31 | $309,666 | 21,900 | Shares | Sole | 2020-05-04 |