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Disclosery

Legacy Trust: MSFT position timeline

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

Legacy Trust held 43,996 MSFT 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 43,996 shares
    Change vs previous 13F -1,427 shares

    2.9% of the 13F portfolio, value $16,411,388.

    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 45,423 shares
    Change vs previous 13F +1,045 shares

    3.22% of the 13F portfolio, value $16,814,232.

    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 44,378 shares
    Change vs previous 13F +1,444 shares

    4.01% of the 13F portfolio, value $21,462,088.

    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 42,934 shares
    Change vs previous 13F +5,480 shares

    4.38% of the 13F portfolio, value $22,237,665.

    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 37,454 shares
    Change vs previous 13F -3,479 shares

    4.57% of the 13F portfolio, value $18,629,994.

    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 40,933 shares
    Change vs previous 13F +53 shares

    3.7% of the 13F portfolio, value $15,365,839.

    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 40,880 shares
    Change vs previous 13F +630 shares

    4% of the 13F portfolio, value $17,230,920.

    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 40,250 shares
    Change vs previous 13F not available

    3.98% of the 13F portfolio, value $17,319,575.

    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).