Long-term investor
Legacy Financial Group LLC @legacyfinancialgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001834011).
Record
- Tracked since 2025-06-30 (454 days), 63 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +14.4%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287671 · 7.9% · long · since 2025-06-30
- 464287200 · 6.3% · long · since 2025-06-30
- 78464A763 · 6.1% · long · since 2025-06-30
- 33740U703 · 5.8% · long · since 2025-06-30
- 664925708 · 5.1% · long · since 2025-06-30
- 922908751 · 4.7% · long · since 2025-06-30
- 33740F755 · 4.4% · long · since 2026-06-30
- 46434V613 · 4.0% · long · since 2025-06-30
- 46434G764 · 2.9% · long · since 2025-06-30
- 092528603 · 2.9% · long · since 2025-06-30
- 464287309 · 2.5% · long · since 2025-06-30
- 09290C103 · 2.4% · long · since 2025-06-30