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Disclosery

Legacy Trust: CL position timeline

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

Legacy Trust held 7,100 CL 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 7,100 shares
    Change vs previous 13F -5 shares

    0.12% of the 13F portfolio, value $650,928.

    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 7,105 shares
    Change vs previous 13F +41 shares

    0.12% of the 13F portfolio, value $605,559.

    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 7,064 shares
    Change vs previous 13F -349 shares

    0.1% of the 13F portfolio, value $558,197.

    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 7,413 shares
    Change vs previous 13F +500 shares

    0.12% of the 13F portfolio, value $592,595.

    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 6,913 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $628,392.

    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 6,913 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $647,748.

    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 6,913 shares
    Change vs previous 13F -9 shares

    0.15% of the 13F portfolio, value $628,461.

    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 6,922 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $718,573.

    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).