Skip to content
Disclosery

Legacy Trust: COST position timeline

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

Legacy Trust held 8,671 COST 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 8,671 shares
    Change vs previous 13F +144 shares

    1.43% of the 13F portfolio, value $8,111,460.

    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 8,527 shares
    Change vs previous 13F +100 shares

    1.63% of the 13F portfolio, value $8,496,559.

    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 8,427 shares
    Change vs previous 13F +471 shares

    1.36% of the 13F portfolio, value $7,266,939.

    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 7,956 shares
    Change vs previous 13F +7 shares

    1.45% of the 13F portfolio, value $7,364,312.

    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 7,949 shares
    Change vs previous 13F -1,366 shares

    1.93% of the 13F portfolio, value $7,869,033.

    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 9,315 shares
    Change vs previous 13F -84 shares

    2.12% of the 13F portfolio, value $8,809,941.

    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 9,399 shares
    Change vs previous 13F -58 shares

    2% of the 13F portfolio, value $8,612,022.

    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 9,457 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $8,383,820.

    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).