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Disclosery

Legacy Trust: IEFA position timeline

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

Legacy Trust held 9,740 IEFA 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 9,740 shares
    Change vs previous 13F -127 shares

    0.17% of the 13F portfolio, value $940,689.

    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 9,867 shares
    Change vs previous 13F +2,681 shares

    0.17% of the 13F portfolio, value $893,260.

    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 7,186 shares
    Change vs previous 13F -340 shares

    0.12% of the 13F portfolio, value $642,860.

    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 7,526 shares
    Change vs previous 13F +5,111 shares

    0.13% of the 13F portfolio, value $657,095.

    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 2,415 shares
    Change vs previous 13F -38,170 shares

    0.05% of the 13F portfolio, value $201,604.

    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 40,585 shares
    Change vs previous 13F +1,005 shares

    0.74% of the 13F portfolio, value $3,070,255.

    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 39,580 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $2,781,682.

    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 39,580 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $3,089,219.

    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).