Long-term investor
Legacy Financial Group, Inc. @legacyfinancialgroupinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001965579).
Record
- Tracked since 2025-06-30 (449 days), 47 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +0.7% · 1 year n/a · all +1.6%
- Max drawdown n/a · win rate 40% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 025072885 · 11.7% · long · since 2025-06-30
- 922908736 · 8.5% · long · since 2025-06-30
- 25434V864 · 6.0% · long · since 2025-06-30
- 25434V724 · 5.8% · long · since 2025-06-30
- 25434V880 · 5.7% · long · since 2025-06-30
- 25434V708 · 5.3% · long · since 2025-06-30
- 25434V203 · 5.2% · long · since 2025-06-30
- 25434V831 · 5.0% · long · since 2025-06-30
- 25434V401 · 4.8% · long · since 2025-06-30
- 25434V104 · 3.7% · long · since 2025-06-30
- 25434V872 · 3.4% · long · since 2025-06-30
- 25434V666 · 2.8% · long · since 2025-06-30