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Disclosery

Legacy Trust: FISV position timeline

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

Legacy Trust held 5,247 FISV 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 5,247 shares
    Change vs previous 13F -989 shares

    0.05% of the 13F portfolio, value $257,365.

    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 6,236 shares
    Change vs previous 13F -31 shares

    0.07% of the 13F portfolio, value $347,969.

    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 6,267 shares
    Change vs previous 13F -566 shares

    0.08% of the 13F portfolio, value $420,954.

    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 6,833 shares
    Change vs previous 13F -43 shares

    0.17% of the 13F portfolio, value $880,979.

    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 6,876 shares
    Change vs previous 13F -20 shares

    0.29% of the 13F portfolio, value $1,185,491.

    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 6,896 shares
    Change vs previous 13F -55 shares

    0.37% of the 13F portfolio, value $1,522,844.

    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 6,951 shares
    Change vs previous 13F -55 shares

    0.33% of the 13F portfolio, value $1,427,874.

    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 7,006 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,258,628.

    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).