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Disclosery

Legacy Trust: ELV position timeline

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

Legacy Trust held 5,208 ELV 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 5,208 shares
    Change vs previous 13F +33 shares

    0.36% of the 13F portfolio, value $2,014,090.

    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 5,175 shares
    Change vs previous 13F -8 shares

    0.29% of the 13F portfolio, value $1,514,981.

    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 5,183 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $1,816,901.

    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 5,183 shares
    Change vs previous 13F -24 shares

    0.33% of the 13F portfolio, value $1,674,731.

    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 5,207 shares
    Change vs previous 13F +10 shares

    0.5% of the 13F portfolio, value $2,025,315.

    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 5,197 shares
    Change vs previous 13F +15 shares

    0.54% of the 13F portfolio, value $2,260,487.

    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 5,182 shares
    Change vs previous 13F -49 shares

    0.44% of the 13F portfolio, value $1,911,640.

    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 5,231 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,720,120.

    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).