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Legacy Trust: GWW position timeline

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

Legacy Trust held 9,381 GWW 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 9,381 shares
    Change vs previous 13F -89 shares

    2.26% of the 13F portfolio, value $12,761,912.

    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 9,470 shares
    Change vs previous 13F +85 shares

    1.98% of the 13F portfolio, value $10,329,971.

    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 9,385 shares
    Change vs previous 13F +144 shares

    1.77% of the 13F portfolio, value $9,469,934.

    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 9,241 shares
    Change vs previous 13F -140 shares

    1.74% of the 13F portfolio, value $8,806,303.

    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 9,381 shares
    Change vs previous 13F -168 shares

    2.39% of the 13F portfolio, value $9,758,491.

    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 9,549 shares
    Change vs previous 13F -1 shares

    2.27% of the 13F portfolio, value $9,432,789.

    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 9,550 shares
    Change vs previous 13F -57 shares

    2.34% of the 13F portfolio, value $10,066,178.

    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 9,607 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $9,979,848.

    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).