Legacy Trust: IWD position timeline

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

Legacy Trust held 3,635 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

period ended2026-06-30
13F 3,635 shares
Change vs previous 13F -650 shares
0.16% of the 13F portfolio, value $881,233.
13F-HR 0001772483-26-000004 filed by Legacy Trust
Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 4,285 shares
Change vs previous 13F -888 shares
0.18% of the 13F portfolio, value $915,576.
13F-HR 0001772483-26-000002 filed by Legacy Trust
Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 5,173 shares
Change vs previous 13F +478 shares
0.2% of the 13F portfolio, value $1,088,089.
13F-HR 0001772483-26-000001 filed by Legacy Trust
Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 4,695 shares
Change vs previous 13F 0 shares
0.19% of the 13F portfolio, value $955,855.
13F-HR 0001772483-25-000006 filed by Legacy Trust
Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 4,695 shares
Change vs previous 13F 0 shares
0.22% of the 13F portfolio, value $911,910.
13F-HR 0001772483-25-000003 filed by Legacy Trust
Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 4,695 shares
Change vs previous 13F 0 shares
0.21% of the 13F portfolio, value $883,411.
13F-HR 0001772483-25-000002 filed by Legacy Trust
Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 4,695 shares
Change vs previous 13F 0 shares
0.2% of the 13F portfolio, value $869,185.
13F-HR 0001772483-25-000001 filed by Legacy Trust
Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 4,695 shares
Change vs previous 13F not available
0.2% of the 13F portfolio, value $891,111.
13F-HR 0001772483-24-000004 filed by Legacy Trust
Filed 2024-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).