Legacy Financial Group LLC CTVA CORTEVA INC

Ownership history in Legacy Financial Group LLC  ·  6 quarters on record

AI Ownership Summary

Legacy Financial Group LLC reported CORTEVA INC (CTVA) in 6 quarterly 13F filings from 2024 Q1 through 2025 Q2. Peak portfolio weight reached 0.04% in 2024 Q1. The latest visible filing shows CTVA at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CTVA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Financial Group LLC's position in CORTEVA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

CTVA was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Legacy Financial Group LLC held CTVA — position size vs. price
% of Fund (quarterly)    CTVA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 UNCHANGED 3,766 0% 0.04% $281K 2025-07-15 $71.56
2025 Q1 UNCHANGED 3,766 0% 0.04% $237K 2025-04-10 $57.38
2024 Q4 UNCHANGED 3,766 0% 0.03% $214.5M 2025-01-22 $61.74
2024 Q2 UNCHANGED 3,766 0% 0.04% $203K 2024-07-17 $54.54
2024 Q1 UNCHANGED 3,766 0% 0.04% $217K 2024-04-10 $55.97
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Legacy Financial Group LLC and CTVA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Legacy Financial Group LLC reported owning CTVA?

Legacy Financial Group LLC reported CTVA across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q2.

What was the largest reported CTVA position in Legacy Financial Group LLC's portfolio?

The largest reported portfolio weight for CTVA was 0.04% in 2024 Q1.

What is the latest reported CTVA position on this page?

The most recent filing on this page is 2025 Q2, when Legacy Financial Group LLC reported 3,766 shares, equal to 0.04% of portfolio, with an estimated market value of $281K.

What does the chart on this CTVA ownership page compare?

The chart compares Legacy Financial Group LLC's quarterly CTVA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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