Legacy Trust: TSLA position timeline

Legacy Trust held 682 TSLA 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 682 shares

   Change vs previous 13F +151 shares

   0.05% of the 13F portfolio, value $286,849.

   13F-HR 0001772483-26-000004 filed by Legacy Trust
   Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 531 shares

   Change vs previous 13F 0 shares

   0.04% of the 13F portfolio, value $197,399.

   13F-HR 0001772483-26-000002 filed by Legacy Trust
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 531 shares

   Change vs previous 13F +6 shares

   0.04% of the 13F portfolio, value $238,801.

   13F-HR 0001772483-26-000001 filed by Legacy Trust
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 525 shares

   Change vs previous 13F -153 shares

   0.05% of the 13F portfolio, value $233,478.

   13F-HR 0001772483-25-000006 filed by Legacy Trust
   Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 678 shares

   Change vs previous 13F -26 shares

   0.05% of the 13F portfolio, value $215,373.

   13F-HR 0001772483-25-000003 filed by Legacy Trust
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 704 shares

   Change vs previous 13F -42 shares

   0.04% of the 13F portfolio, value $182,449.

   13F-HR 0001772483-25-000002 filed by Legacy Trust
   Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 746 shares

   Change vs previous 13F -97 shares

   0.07% of the 13F portfolio, value $301,265.

   13F-HR 0001772483-25-000001 filed by Legacy Trust
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 843 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $220,554.

   13F-HR 0001772483-24-000004 filed by Legacy Trust
   Filed 2024-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).