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Disclosery

Legacy Trust: ALGN position timeline

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

Legacy Trust held 10,046 ALGN 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 10,046 shares
    Change vs previous 13F +797 shares

    0.3% of the 13F portfolio, value $1,694,358.

    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 9,249 shares
    Change vs previous 13F +980 shares

    0.3% of the 13F portfolio, value $1,585,556.

    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 8,269 shares
    Change vs previous 13F -240 shares

    0.24% of the 13F portfolio, value $1,291,204.

    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 8,509 shares
    Change vs previous 13F +626 shares

    0.21% of the 13F portfolio, value $1,065,497.

    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 7,883 shares
    Change vs previous 13F -7,061 shares

    0.37% of the 13F portfolio, value $1,492,488.

    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 14,944 shares
    Change vs previous 13F -47 shares

    0.57% of the 13F portfolio, value $2,374,004.

    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 14,991 shares
    Change vs previous 13F -1,700 shares

    0.73% of the 13F portfolio, value $3,125,773.

    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 16,691 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $4,244,855.

    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).