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Disclosery

Legacy Trust: IJR position timeline

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

Legacy Trust held 75,604 IJR 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 75,604 shares
    Change vs previous 13F -1,775 shares

    1.98% of the 13F portfolio, value $11,212,829.

    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 77,379 shares
    Change vs previous 13F +1,056 shares

    1.84% of the 13F portfolio, value $9,618,983.

    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 76,323 shares
    Change vs previous 13F +315 shares

    1.72% of the 13F portfolio, value $9,172,498.

    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 76,008 shares
    Change vs previous 13F -188 shares

    1.78% of the 13F portfolio, value $9,032,031.

    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 76,196 shares
    Change vs previous 13F +2,218 shares

    2.04% of the 13F portfolio, value $8,327,461.

    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 73,978 shares
    Change vs previous 13F +131 shares

    1.86% of the 13F portfolio, value $7,735,879.

    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 73,847 shares
    Change vs previous 13F -141 shares

    1.97% of the 13F portfolio, value $8,508,651.

    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 73,988 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $8,653,636.

    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).