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Disclosery

Legacy Trust: EEM position timeline

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

Legacy Trust held 50,128 EEM 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 50,128 shares
    Change vs previous 13F +485 shares

    0.61% of the 13F portfolio, value $3,429,256.

    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 49,643 shares
    Change vs previous 13F +5,717 shares

    0.54% of the 13F portfolio, value $2,819,226.

    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 43,926 shares
    Change vs previous 13F +3,775 shares

    0.45% of the 13F portfolio, value $2,403,191.

    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 40,151 shares
    Change vs previous 13F +22 shares

    0.42% of the 13F portfolio, value $2,144,063.

    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 40,129 shares
    Change vs previous 13F -10,929 shares

    0.47% of the 13F portfolio, value $1,935,823.

    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 51,058 shares
    Change vs previous 13F -1,111 shares

    0.54% of the 13F portfolio, value $2,231,235.

    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 52,169 shares
    Change vs previous 13F +3,997 shares

    0.51% of the 13F portfolio, value $2,181,708.

    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 48,172 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,209,168.

    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).