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Disclosery

Legacy Trust: IVV position timeline

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

Legacy Trust held 41,688 IVV 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 41,688 shares
    Change vs previous 13F -1,342 shares

    5.52% of the 13F portfolio, value $31,219,997.

    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 43,030 shares
    Change vs previous 13F +3,302 shares

    5.39% of the 13F portfolio, value $28,107,862.

    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 39,728 shares
    Change vs previous 13F +2,321 shares

    5.09% of the 13F portfolio, value $27,211,544.

    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 37,407 shares
    Change vs previous 13F +1,423 shares

    4.94% of the 13F portfolio, value $25,036,747.

    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 35,984 shares
    Change vs previous 13F +11,617 shares

    5.48% of the 13F portfolio, value $22,342,690.

    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 24,367 shares
    Change vs previous 13F +1,902 shares

    3.3% of the 13F portfolio, value $13,692,020.

    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 22,465 shares
    Change vs previous 13F +631 shares

    3.07% of the 13F portfolio, value $13,224,909.

    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 21,834 shares
    Change vs previous 13F not available

    2.89% of the 13F portfolio, value $12,594,496.

    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).