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Disclosery

Legacy Trust: GS position timeline

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

Legacy Trust held 15,155 GS 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 15,155 shares
    Change vs previous 13F -261 shares

    2.71% of the 13F portfolio, value $15,327,312.

    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 15,416 shares
    Change vs previous 13F -50 shares

    2.5% of the 13F portfolio, value $13,041,782.

    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 15,466 shares
    Change vs previous 13F +49 shares

    2.54% of the 13F portfolio, value $13,594,614.

    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 15,417 shares
    Change vs previous 13F -426 shares

    2.42% of the 13F portfolio, value $12,277,328.

    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 15,843 shares
    Change vs previous 13F -922 shares

    2.75% of the 13F portfolio, value $11,212,883.

    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 16,765 shares
    Change vs previous 13F -45 shares

    2.21% of the 13F portfolio, value $9,158,552.

    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 16,810 shares
    Change vs previous 13F +137 shares

    2.23% of the 13F portfolio, value $9,625,742.

    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 16,673 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $8,254,969.

    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).