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Legacy Trust: TSM position timeline

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

Legacy Trust held 38,747 TSM 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 38,747 shares
    Change vs previous 13F -4,208 shares

    3.27% of the 13F portfolio, value $18,504,405.

    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 42,955 shares
    Change vs previous 13F -352 shares

    2.78% of the 13F portfolio, value $14,516,642.

    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 43,307 shares
    Change vs previous 13F -229 shares

    2.46% of the 13F portfolio, value $13,160,564.

    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 43,536 shares
    Change vs previous 13F +2,302 shares

    2.4% of the 13F portfolio, value $12,159,169.

    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 41,234 shares
    Change vs previous 13F -3,668 shares

    2.29% of the 13F portfolio, value $9,339,089.

    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 44,902 shares
    Change vs previous 13F -290 shares

    1.8% of the 13F portfolio, value $7,453,732.

    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 45,192 shares
    Change vs previous 13F -721 shares

    2.07% of the 13F portfolio, value $8,924,968.

    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 45,913 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $7,973,711.

    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).