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Disclosery

Legacy Trust: LEN position timeline

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

Legacy Trust held 56,115 LEN 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 56,115 shares
    Change vs previous 13F +500 shares

    0.9% of the 13F portfolio, value $5,077,846.

    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 55,615 shares
    Change vs previous 13F +1,820 shares

    0.93% of the 13F portfolio, value $4,829,607.

    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 53,795 shares
    Change vs previous 13F +3,115 shares

    1.03% of the 13F portfolio, value $5,530,126.

    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 50,680 shares
    Change vs previous 13F -1,005 shares

    1.26% of the 13F portfolio, value $6,387,707.

    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 51,685 shares
    Change vs previous 13F -2,588 shares

    1.4% of the 13F portfolio, value $5,716,878.

    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 54,273 shares
    Change vs previous 13F +4,792 shares

    1.5% of the 13F portfolio, value $6,229,455.

    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 49,481 shares
    Change vs previous 13F +599 shares

    1.57% of the 13F portfolio, value $6,747,724.

    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 48,882 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $9,164,397.

    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).