LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
Position in VMRK — Vivmark Residential
CIK 2131510
LOUISVILLE, KY
Position in VMRK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$526,865
+$24,919 QoQ
Shares Held
7,756
-8.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#384
of 698 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VMRK Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026LEGACY FINANCIAL INDEPENDENT ADVISORS LLC holds $4,995,036 across 2 REIT - Residential names. VMRK ranks #2 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
32,159 | $4,468,171 | |
| 2 | VMRK |
Vivmark Residential
This page
|
7,756 | $526,865 |
All Filings in VMRK
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $526,865 | 7,756 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $501,946 | 8,486 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||