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LEGACY FINANCIAL INDEPENDENT ADVISORS LLC → MAA-PI

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC MAA-PI Position History

MAA-PI

Quarters held
3
Latest value
$3.8M
Q3 2026
Peak value
$4.5M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$3.7M
Q2 2026$4.5M
Q3 2026$3.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.8M32.5K——
Q2 2026$4.5M32.2K——
Q1 2026$3.7M30.2K——

Other funds holding MAA-PI

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$7.3M
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$6.8M
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$6.6M