Legacy Trust: FVD position timeline

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

Legacy Trust held 9,775 FVD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

period ended2026-06-30
13F 9,775 shares
Change vs previous 13F 0 shares
0.08% of the 13F portfolio, value $470,960.
13F-HR 0001772483-26-000004 filed by Legacy Trust
Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 9,775 shares
Change vs previous 13F 0 shares
0.09% of the 13F portfolio, value $459,718.
13F-HR 0001772483-26-000002 filed by Legacy Trust
Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 9,775 shares
Change vs previous 13F 0 shares
0.08% of the 13F portfolio, value $450,432.
13F-HR 0001772483-26-000001 filed by Legacy Trust
Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 9,775 shares
Change vs previous 13F +9,775 shares
0.09% of the 13F portfolio, value $451,996.
13F-HR 0001772483-25-000006 filed by Legacy Trust
Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 0 shares
Change vs previous 13F -9,775 shares
13F-HR 0001772483-25-000003 filed by Legacy Trust
Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-03-31
13F 9,775 shares
Change vs previous 13F -2,830 shares
0.11% of the 13F portfolio, value $435,867.
13F-HR 0001772483-25-000002 filed by Legacy Trust
Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 12,605 shares
Change vs previous 13F -495 shares
0.13% of the 13F portfolio, value $550,082.
13F-HR 0001772483-25-000001 filed by Legacy Trust
Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 13,100 shares
Change vs previous 13F not available
0.14% of the 13F portfolio, value $595,919.
13F-HR 0001772483-24-000004 filed by Legacy Trust
Filed 2024-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).