Legacy Financial Group LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Des Moines, IA
CIK
0001834011
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 56 519,911 IUSG, SDY, VOO, VB 13F-HR 10/15/2024 000175496024000501
Q2 2024 107 508,412 IUSG, SDY, VOO, VB 13F-HR 7/17/2024 000175496024000269
Q1 2024 107 493,942 IUSG, SDY, VOO, VB 13F-HR 4/10/2024 000175496024000123
Q4 2023 29 22,048 SDY, IUSG, VOO, VB 13F-HR 1/22/2024 000175496024000049
Q3 2023 553 425,163,944 SDY, IUSG, VOO, VB 13F-HR 10/24/2023 000175496023000299
Q2 2023 48 387,991 SDY, IUSG, VOO, VB 13F-HR 7/24/2023 000175496023000203
Q1 2023 47 365,283 SDY, IUSG, VB, IGIB 13F-HR 4/21/2023 000175496023000121
Q4 2022 45 333,762 SDY, IUSG, VB, IGIB 13F-HR 1/26/2023 000175496023000039
Q3 2022 38 299,477 SDY, IUSG, VB, IGIB 13F-HR 10/13/2022 000175496022000241
Q2 2022 41 316,939 SDY, IUSG, VB, IGIB 13F-HR 7/8/2022 000175496022000161
Q1 2022 45 341,111 SDY, IUSG, VB, IGIB 13F-HR 4/12/2022 000175496022000084
Q4 2021 34 232,588 IUSG, SDY, VB, VO 13F-HR 1/20/2022 000175496022000032
Q3 2021 59 334,305 IUSG, SDY, VB, IGIB 13F-HR 10/22/2021 000087015621000053
Q2 2021 64 331,089 IUSG, SDY, VB, IGIB 13F-HR 7/20/2021 000087015621000037
Q1 2021 60 287,757 IUSG, SDY, VB, IGIB 13F-HR 4/26/2021 000087015621000024
Q4 2020 57 260,063 IUSG, IGIB, VB, SDY 13F-HR 1/28/2021 000087015621000008