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Disclosery

Legacy Trust: IWM position timeline

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

Legacy Trust held 19,765 IWM 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 19,765 shares
    Change vs previous 13F +730 shares

    1.05% of the 13F portfolio, value $5,938,394.

    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 19,035 shares
    Change vs previous 13F +280 shares

    0.9% of the 13F portfolio, value $4,720,680.

    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 18,755 shares
    Change vs previous 13F +6,930 shares

    0.86% of the 13F portfolio, value $4,616,731.

    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 11,825 shares
    Change vs previous 13F -900 shares

    0.56% of the 13F portfolio, value $2,861,177.

    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 12,725 shares
    Change vs previous 13F -18,463 shares

    0.67% of the 13F portfolio, value $2,745,928.

    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 31,188 shares
    Change vs previous 13F +788 shares

    1.5% of the 13F portfolio, value $6,221,694.

    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 30,400 shares
    Change vs previous 13F +295 shares

    1.56% of the 13F portfolio, value $6,717,184.

    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 30,105 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $6,649,893.

    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).