Legacy Trust: CMI position timeline

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

Legacy Trust held 17,796 CMI 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 17,796 shares
Change vs previous 13F -193 shares
2.24% of the 13F portfolio, value $12,692,285.
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 17,989 shares
Change vs previous 13F -180 shares
1.85% of the 13F portfolio, value $9,678,442.
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 18,169 shares
Change vs previous 13F +413 shares
1.73% of the 13F portfolio, value $9,274,366.
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 17,756 shares
Change vs previous 13F -278 shares
1.48% of the 13F portfolio, value $7,499,602.
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 18,034 shares
Change vs previous 13F -1,764 shares
1.45% of the 13F portfolio, value $5,906,135.
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 19,798 shares
Change vs previous 13F +165 shares
1.5% of the 13F portfolio, value $6,205,485.
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 19,633 shares
Change vs previous 13F +211 shares
1.59% of the 13F portfolio, value $6,844,064.
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 19,422 shares
Change vs previous 13F not available
1.44% of the 13F portfolio, value $6,288,649.
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).