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Disclosery

Legacy Trust: IVW position timeline

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

Legacy Trust held 3,642 IVW 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 3,642 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $500,884.

    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 3,642 shares
    Change vs previous 13F -40 shares

    0.08% of the 13F portfolio, value $411,947.

    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 3,682 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $453,843.

    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 3,682 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $444,491.

    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).