Skip to content
Disclosery

Legacy Trust: EXPE position timeline

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

Legacy Trust held 31,736 EXPE 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 31,736 shares
    Change vs previous 13F -135 shares

    1.44% of the 13F portfolio, value $8,120,608.

    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 31,871 shares
    Change vs previous 13F +383 shares

    1.41% of the 13F portfolio, value $7,358,695.

    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 31,488 shares
    Change vs previous 13F +436 shares

    1.67% of the 13F portfolio, value $8,920,865.

    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 31,052 shares
    Change vs previous 13F -700 shares

    1.31% of the 13F portfolio, value $6,637,365.

    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 31,752 shares
    Change vs previous 13F -2,535 shares

    1.31% of the 13F portfolio, value $5,355,927.

    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 34,287 shares
    Change vs previous 13F -42 shares

    1.39% of the 13F portfolio, value $5,763,645.

    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 34,329 shares
    Change vs previous 13F +158 shares

    1.48% of the 13F portfolio, value $6,396,523.

    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 34,171 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $5,057,991.

    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).