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Disclosery

Legacy Trust: META position timeline

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

Legacy Trust held 14,927 META 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 14,927 shares
    Change vs previous 13F +123 shares

    1.49% of the 13F portfolio, value $8,408,230.

    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 14,804 shares
    Change vs previous 13F +189 shares

    1.62% of the 13F portfolio, value $8,469,813.

    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 14,615 shares
    Change vs previous 13F +401 shares

    1.8% of the 13F portfolio, value $9,647,215.

    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 14,214 shares
    Change vs previous 13F +184 shares

    2.06% of the 13F portfolio, value $10,438,477.

    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 14,030 shares
    Change vs previous 13F -1,157 shares

    2.54% of the 13F portfolio, value $10,355,403.

    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 15,187 shares
    Change vs previous 13F -86 shares

    2.11% of the 13F portfolio, value $8,753,179.

    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 15,273 shares
    Change vs previous 13F -140 shares

    2.08% of the 13F portfolio, value $8,942,494.

    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 15,413 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $8,823,018.

    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).