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Disclosery

Legacy Trust: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Trust on AAPL, newest first. How the timeline and the estimate are built.

Legacy Trust held 95,877 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,877 shares
    Change vs previous 13F -29,643 shares

    4.91% of the 13F portfolio, value $27,742,969.

    13F-HR 0001772483-26-000004 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 125,520 shares
    Change vs previous 13F +1,272 shares

    6.1% of the 13F portfolio, value $31,855,721.

    13F-HR 0001772483-26-000002 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 124,248 shares
    Change vs previous 13F +1,484 shares

    6.32% of the 13F portfolio, value $33,778,061.

    13F-HR 0001772483-26-000001 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 122,764 shares
    Change vs previous 13F +45,193 shares

    6.16% of the 13F portfolio, value $31,259,397.

    13F-HR 0001772483-25-000006 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 77,571 shares
    Change vs previous 13F -7,512 shares

    3.9% of the 13F portfolio, value $15,915,242.

    13F-HR 0001772483-25-000003 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 85,083 shares
    Change vs previous 13F -419 shares

    4.56% of the 13F portfolio, value $18,899,487.

    13F-HR 0001772483-25-000002 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 85,502 shares
    Change vs previous 13F -3,106 shares

    4.97% of the 13F portfolio, value $21,411,411.

    13F-HR 0001772483-25-000001 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 88,608 shares
    Change vs previous 13F not available

    4.74% of the 13F portfolio, value $20,645,664.

    13F-HR 0001772483-24-000004 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).