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Disclosery

Legacy Trust: ICE position timeline

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

Legacy Trust held 3,165 ICE 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 3,165 shares
    Change vs previous 13F -75 shares

    0.07% of the 13F portfolio, value $389,643.

    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 3,240 shares
    Change vs previous 13F -25 shares

    0.1% of the 13F portfolio, value $509,587.

    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 3,265 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $528,799.

    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 3,265 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $550,087.

    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 3,265 shares
    Change vs previous 13F -1,076 shares

    0.15% of the 13F portfolio, value $599,030.

    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 4,341 shares
    Change vs previous 13F -70 shares

    0.18% of the 13F portfolio, value $748,823.

    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 4,411 shares
    Change vs previous 13F -40 shares

    0.15% of the 13F portfolio, value $657,283.

    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 4,451 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $715,009.

    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).