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Disclosery

Legacy Trust: IWF position timeline

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

Legacy Trust held 21,501 IWF 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 21,501 shares
    Change vs previous 13F +15,842 shares

    0.47% of the 13F portfolio, value $2,669,779.

    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 5,659 shares
    Change vs previous 13F -430 shares

    0.46% of the 13F portfolio, value $2,412,998.

    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 6,089 shares
    Change vs previous 13F +1,260 shares

    0.54% of the 13F portfolio, value $2,881,924.

    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 4,829 shares
    Change vs previous 13F +118 shares

    0.45% of the 13F portfolio, value $2,261,952.

    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 4,711 shares
    Change vs previous 13F -7,531 shares

    0.49% of the 13F portfolio, value $2,000,196.

    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 12,242 shares
    Change vs previous 13F -7 shares

    1.07% of the 13F portfolio, value $4,420,464.

    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 12,249 shares
    Change vs previous 13F -622 shares

    1.14% of the 13F portfolio, value $4,918,953.

    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 12,871 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $4,831,516.

    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).