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Legacy Trust: ROP position timeline

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

Legacy Trust held 4,299 ROP 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 4,299 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $1,454,739.

    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 4,299 shares
    Change vs previous 13F +7 shares

    0.29% of the 13F portfolio, value $1,521,244.

    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 4,292 shares
    Change vs previous 13F -20 shares

    0.36% of the 13F portfolio, value $1,910,498.

    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 4,312 shares
    Change vs previous 13F -4 shares

    0.42% of the 13F portfolio, value $2,150,351.

    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 4,316 shares
    Change vs previous 13F -10 shares

    0.6% of the 13F portfolio, value $2,446,481.

    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 4,326 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $2,550,523.

    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 4,326 shares
    Change vs previous 13F -15 shares

    0.52% of the 13F portfolio, value $2,248,871.

    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 4,341 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,415,506.

    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).