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Disclosery

Legacy Trust: EFA position timeline

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

Legacy Trust held 41,202 EFA 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 41,202 shares
    Change vs previous 13F +1,430 shares

    0.76% of the 13F portfolio, value $4,280,064.

    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 39,772 shares
    Change vs previous 13F +280 shares

    0.74% of the 13F portfolio, value $3,863,054.

    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 39,492 shares
    Change vs previous 13F +6,735 shares

    0.71% of the 13F portfolio, value $3,792,417.

    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 32,757 shares
    Change vs previous 13F -26 shares

    0.6% of the 13F portfolio, value $3,058,521.

    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 32,783 shares
    Change vs previous 13F -3,486 shares

    0.72% of the 13F portfolio, value $2,930,472.

    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 36,269 shares
    Change vs previous 13F +1,341 shares

    0.71% of the 13F portfolio, value $2,964,265.

    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 34,928 shares
    Change vs previous 13F +5,259 shares

    0.61% of the 13F portfolio, value $2,640,906.

    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 29,669 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $2,481,218.

    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).