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Disclosery

Legacy Trust: IWR position timeline

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

Legacy Trust held 44,570 IWR 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 44,570 shares
    Change vs previous 13F +1,590 shares

    0.87% of the 13F portfolio, value $4,916,962.

    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 42,980 shares
    Change vs previous 13F +70 shares

    0.8% of the 13F portfolio, value $4,178,945.

    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 42,910 shares
    Change vs previous 13F +20,370 shares

    0.77% of the 13F portfolio, value $4,130,946.

    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 22,540 shares
    Change vs previous 13F +725 shares

    0.43% of the 13F portfolio, value $2,176,237.

    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 21,815 shares
    Change vs previous 13F +450 shares

    0.49% of the 13F portfolio, value $2,006,326.

    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 21,365 shares
    Change vs previous 13F +1,825 shares

    0.44% of the 13F portfolio, value $1,817,521.

    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 19,540 shares
    Change vs previous 13F +550 shares

    0.4% of the 13F portfolio, value $1,727,336.

    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 18,990 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,673,779.

    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).