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Disclosery

Legacy Trust: V position timeline

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

Legacy Trust held 35,430 V 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 35,430 shares
    Change vs previous 13F -280 shares

    2.15% of the 13F portfolio, value $12,155,679.

    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 35,710 shares
    Change vs previous 13F +584 shares

    2.07% of the 13F portfolio, value $10,792,990.

    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 35,126 shares
    Change vs previous 13F +398 shares

    2.3% of the 13F portfolio, value $12,319,039.

    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 34,728 shares
    Change vs previous 13F -404 shares

    2.34% of the 13F portfolio, value $11,855,445.

    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 35,132 shares
    Change vs previous 13F -1,905 shares

    3.06% of the 13F portfolio, value $12,473,617.

    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 37,037 shares
    Change vs previous 13F -187 shares

    3.13% of the 13F portfolio, value $12,979,987.

    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 37,224 shares
    Change vs previous 13F -534 shares

    2.73% of the 13F portfolio, value $11,764,273.

    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 37,758 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $10,381,562.

    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).