Legacy Trust: AMT position timeline

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

Legacy Trust held 3,641 AMT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

period ended2026-06-30
13F 3,641 shares
Change vs previous 13F 0 shares
0.11% of the 13F portfolio, value $595,558.
13F-HR 0001772483-26-000004 filed by Legacy Trust
Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,641 shares
Change vs previous 13F -15 shares
0.12% of the 13F portfolio, value $628,364.
13F-HR 0001772483-26-000002 filed by Legacy Trust
Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 3,656 shares
Change vs previous 13F -16 shares
0.12% of the 13F portfolio, value $641,884.
13F-HR 0001772483-26-000001 filed by Legacy Trust
Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 3,672 shares
Change vs previous 13F -46 shares
0.14% of the 13F portfolio, value $706,199.
13F-HR 0001772483-25-000006 filed by Legacy Trust
Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 3,718 shares
Change vs previous 13F -389 shares
0.2% of the 13F portfolio, value $821,752.
13F-HR 0001772483-25-000003 filed by Legacy Trust
Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 4,107 shares
Change vs previous 13F +1 shares
0.22% of the 13F portfolio, value $893,683.
13F-HR 0001772483-25-000002 filed by Legacy Trust
Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 4,106 shares
Change vs previous 13F -157 shares
0.17% of the 13F portfolio, value $753,081.
13F-HR 0001772483-25-000001 filed by Legacy Trust
Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 4,263 shares
Change vs previous 13F not available
0.23% of the 13F portfolio, value $991,403.
13F-HR 0001772483-24-000004 filed by Legacy Trust
Filed 2024-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).