Current Market Value 1,548,055,882
Current Holdings 249
Most Recent File Date 2025-07-08
Total Filings on Record 52
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Legacy Private Trust Co. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-08 2025-06-30 13F-HR 249 1,548,056
2025-04-04 2025-03-31 13F-HR 246 1,454,819
2025-01-08 2024-12-31 13F-HR 239 1,528,533
2024-10-07 2024-09-30 13F-HR 233 1,487,676
2024-07-12 2024-06-30 13F-HR 229 1,407,548
2024-04-10 2024-03-31 13F-HR 229 1,367,829
2024-01-10 2023-12-31 13F-HR 221 1,257,744
2023-10-11 2023-09-30 13F-HR 232 1,161,593
2023-07-07 2023-06-30 13F-HR 225 1,209,408
2023-04-12 2023-03-31 13F-HR 225 1,172,802
2023-01-19 2022-12-31 13F-HR/A 1 R 223 1,106,245
2023-01-06 2022-12-31 13F-HR 223 1,106
2022-10-06 2022-09-30 13F-HR 221 1,053,699
2022-07-07 2022-06-30 13F-HR 221 1,117,061
2022-04-11 2022-03-31 13F-HR 237 1,288,183
2022-01-12 2021-12-31 13F-HR 232 1,332,633
2021-10-12 2021-09-30 13F-HR 226 1,235,810
2021-07-09 2021-06-30 13F-HR 224 1,186,304
2021-04-09 2021-03-31 13F-HR 215 1,109,004
2021-01-12 2020-12-31 13F-HR 218 1,058,387
2020-10-14 2020-09-30 13F-HR 212 968,157
2020-07-09 2020-06-30 13F-HR 203 907,670
2020-04-23 2020-03-31 13F-HR 203 770,455
2020-01-14 2019-12-31 13F-HR 231 955,836
2019-10-10 2019-09-30 13F-HR 228 894,152
2019-07-18 2019-06-30 13F-HR 231 878,595
2019-04-11 2019-03-31 13F-HR 219 843,001
2019-01-16 2018-12-31 13F-HR 220 774,201
2018-10-10 2018-09-30 13F-HR 227 884,781
2018-07-13 2018-06-30 13F-HR 222 838,924
2018-04-13 2018-03-31 13F-HR 229 855,997
2018-01-16 2017-12-31 13F-HR 231 856,867
2017-10-13 2017-09-30 13F-HR 233 821,552
2017-07-14 2017-06-30 13F-HR 230 790,473
2017-04-11 2017-03-31 13F-HR 239 778,465
2017-01-12 2016-12-31 13F-HR 237 736,632
2016-10-12 2016-09-30 13F-HR 231 735,684
2016-07-13 2016-06-30 13F-HR 227 687,771
2016-04-21 2016-03-31 13F-HR 236 663,018
2016-01-12 2015-12-31 13F-HR 237 657,887
2015-10-09 2015-09-30 13F-HR 237 632,957
2015-07-15 2015-06-30 13F-HR 245 663,560
2015-04-13 2015-03-31 13F-HR 244 681,570
2015-01-16 2014-12-31 13F-HR 253 681,734
2014-10-14 2014-09-30 13F-HR 254 655,136
2014-07-18 2014-06-30 13F-HR/A 1 N 254 647,144
2014-07-15 2014-06-30 13F-HR 249 630,987
2014-04-10 2014-03-31 13F-HR 208 573,275
2014-01-13 2013-12-31 13F-HR 198 547,164
2013-10-08 2013-09-30 13F-HR 186 473,041
2013-07-17 2013-06-30 13F-HR/A 1 R 177 425,151
2013-07-16 2013-06-30 13F-HR 177 425,151