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Disclosery

Legacy Trust: DGRO position timeline

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

Legacy Trust held 14,992 DGRO 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 14,992 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,136,273.

    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 14,992 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,052,166.

    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 14,992 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,040,772.

    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 14,992 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,020,682.

    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 14,992 shares
    Change vs previous 13F +3,100 shares

    0.24% of the 13F portfolio, value $958,613.

    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 11,892 shares
    Change vs previous 13F +6,500 shares

    0.18% of the 13F portfolio, value $734,712.

    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 5,392 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $330,769.

    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 5,392 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $338,049.

    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).