Notify me when Legacy Private Trust Co. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 258 | $1,696,827,469 | +$81,450,622 | -$76,018,858 | +$5,431,764 | IVV, VTI, SPTM, VEA, AAPL | 13F-HR | 08 Jan 2026, 11:23 |
| Q3 2025 | 256 | $1,671,210,825 | +$73,022,262 | -$54,736,616 | +$18,285,646 | IVV, VTI, SPTM, VEA, NVDA | 13F-HR | 08 Oct 2025, 09:19 |
| Q2 2025 | 249 | $1,548,055,882 | +$54,056,281 | -$80,682,210 | -$26,625,929 | IVV, VTI, SPTM, VEA, NVDA | 13F-HR | 08 Jul 2025, 11:22 |
| Q1 2025 | 246 | $1,454,818,661 | +$88,999,869 | -$115,407,904 | -$26,408,035 | IVV, VTI, SPTM, VEA, AAPL | 13F-HR | 04 Apr 2025, 10:53 |
| Q4 2024 | 239 | $1,528,533,346 | +$132,703,492 | -$59,606,626 | +$73,096,866 | IVV, VTI, SPTM, VXF, VEA | 13F-HR | 08 Jan 2025, 15:37 |
| Q3 2024 | 233 | $1,487,675,711 | +$77,004,091 | -$58,018,470 | +$18,985,621 | IVV, VTI, VEA, VXF, SPTM | 13F-HR | 07 Oct 2024, 11:43 |
| Q2 2024 | 229 | $1,407,547,709 | +$95,527,733 | -$51,482,497 | +$44,045,236 | IVV, VTI, VEA, VXF, SPTM | 13F-HR | 12 Jul 2024, 12:56 |
| Q1 2024 | 229 | $1,367,828,945 | +$106,477,763 | -$82,403,618 | +$24,074,145 | IVV, VTI, VEA, VXF, BND | 13F-HR | 10 Apr 2024, 11:36 |
| Q4 2023 | 221 | $1,257,743,968 | +$117,787,705 | -$131,917,237 | -$14,129,532 | IVV, VTI, VEA, BND, AAPL | 13F-HR | 10 Jan 2024, 11:15 |
| Q3 2023 | 232 | $1,161,593,060 | +$93,620,087 | -$91,486,895 | +$2,133,192 | IVV, VTI, VEA, BND, AGG | 13F-HR | 11 Oct 2023, 11:28 |
| Q2 2023 | 225 | $1,209,407,962 | +$97,487,385 | -$123,696,194 | -$26,208,809 | IVV, VTI, VEA, ITOT, AGG | 13F-HR | 07 Jul 2023, 12:23 |
| Q1 2023 | 225 | $1,172,801,727 | +$114,178,570 | -$105,299,425 | +$8,879,145 | IVV, VTI, VEA, BND, ITOT | 13F-HR | 12 Apr 2023, 10:42 |
| Q4 2022 | 223 | $1,106,245,382 | +$104,750,364 | -$121,893,587 | -$17,143,223 | IVV, VTI, ITOT, ACWX, AGG | Restatement | 19 Jan 2023, 15:49 |
| Q3 2022 | 220 | $1,053,699,000 | +$82,055,403 | -$69,322,516 | +$12,732,887 | IVV, ITOT, VTI, ACWX, AGG | 13F-HR | 06 Oct 2022, 10:52 |
| Q2 2022 | 220 | $1,117,061,000 | +$137,438,963 | -$125,981,326 | +$11,457,637 | IVV, ITOT, VTI, AGG, ACWX | 13F-HR | 07 Jul 2022, 16:50 |
| Q1 2022 | 236 | $1,288,183,000 | +$158,783,478 | -$110,373,155 | +$48,410,323 | IVV, ITOT, VTI, ACWX, AGG | 13F-HR | 11 Apr 2022, 10:58 |
| Q4 2021 | 231 | $1,332,633,000 | +$119,859,254 | -$100,816,485 | +$19,042,769 | IVV, ITOT, VTI, ACWX, AGG | 13F-HR | 12 Jan 2022, 10:31 |
| Q3 2021 | 225 | $1,235,810,000 | +$103,636,025 | -$34,844,775 | +$68,791,250 | IVV, ITOT, AGG, ACWX, VTI | 13F-HR | 12 Oct 2021, 09:39 |
| Q2 2021 | 224 | $1,186,304,000 | +$75,656,506 | -$58,464,638 | +$17,191,868 | IVV, AGG, VTI, ACWX, ITOT | 13F-HR | 09 Jul 2021, 10:46 |
| Q1 2021 | 215 | $1,109,004,000 | +$63,717,791 | -$51,520,735 | +$12,197,056 | IVV, VTI, BND, AGG, ACWX | 13F-HR | 09 Apr 2021, 09:36 |
| Q4 2020 | 218 | $1,058,387,000 | +$50,655,083 | -$52,841,831 | -$2,186,748 | IVV, BND, VTI, AGG, ACWX | 13F-HR | 12 Jan 2021, 13:03 |
| Q3 2020 | 212 | $968,157,000 | +$82,076,496 | -$60,712,969 | +$21,363,527 | IVV, BND, AGG, VTI, ITOT | 13F-HR | 14 Oct 2020, 10:58 |
| Q2 2020 | 203 | $907,670,000 | +$148,601,598 | -$127,953,176 | +$20,648,422 | IVV, BND, AGG, VTI, ACWX | 13F-HR | 09 Jul 2020, 11:29 |
| Q1 2020 | 203 | $770,455,000 | +$71,684,589 | -$91,867,885 | -$20,183,296 | IVV, AGG, ITOT, BND, VTI | 13F-HR | 23 Apr 2020, 16:47 |
| Q4 2019 | 230 | $955,836,000 | +$80,221,224 | -$69,949,987 | +$10,271,237 | ITOT, IVV, AGG, SPHQ, BND | 13F-HR | 14 Jan 2020, 16:48 |
| Q3 2019 | 227 | $893,769,000 | +$78,081,920 | -$66,638,877 | +$11,443,043 | BND, IVV, ITOT, AGG, SPHQ | 13F-HR | 10 Oct 2019, 14:52 |
| Q2 2019 | 230 | $878,234,000 | +$106,946,442 | -$96,677,595 | +$10,268,847 | BND, AGG, IVV, SPHQ, ITOT | 13F-HR | 18 Jul 2019, 11:25 |
| Q1 2019 | 219 | $843,001,000 | +$169,803,942 | -$178,179,904 | -$8,375,962 | BND, VEA, ISTB, SPHQ, CSM | 13F-HR | 11 Apr 2019, 12:12 |
| Q4 2018 | 220 | $774,201,000 | +$155,628,034 | -$175,826,290 | -$20,198,256 | ISTB, VOO, VEA, VWO, PRFZ | 13F-HR | 16 Jan 2019, 15:44 |
| Q3 2018 | 227 | $884,781,000 | +$84,371,302 | -$70,545,584 | +$13,825,718 | VEA, KMB, VWO, PRFZ, CSM | 13F-HR | 10 Oct 2018, 10:21 |
| Q2 2018 | 222 | $838,924,000 | +$253,961,987 | -$264,552,399 | -$10,590,412 | VEA, VWO, KMB, SPTI, PRFZ | 13F-HR | 13 Jul 2018, 11:16 |
| Q1 2018 | 229 | $855,997,000 | +$128,552,712 | -$112,277,960 | +$16,274,752 | VWO, VEA, KMB, PRFZ, GSY | 13F-HR | 13 Apr 2018, 10:50 |
| Q4 2017 | 231 | $856,867,000 | +$87,142,913 | -$84,053,346 | +$3,089,567 | VEA, KMB, PRFZ, VWO, SPLV | 13F-HR | 16 Jan 2018, 11:17 |
| Q3 2017 | 233 | $821,552,000 | +$84,693,951 | -$77,536,960 | +$7,156,991 | VEA, KMB, PRFZ, SPLV, GVI | 13F-HR | 13 Oct 2017, 14:43 |
| Q2 2017 | 230 | $790,473,000 | +$151,616,672 | -$154,910,791 | -$3,294,119 | KMB, PRFZ, SPLV, GVI, VEA | 13F-HR | 14 Jul 2017, 15:34 |
| Q1 2017 | 239 | $778,465,000 | +$114,898,250 | -$103,989,720 | +$10,908,530 | KMB, PRFZ, GVI, PRF, RSP | 13F-HR | 11 Apr 2017, 15:58 |
| Q4 2016 | 237 | $736,632,000 | +$147,369,684 | -$152,929,272 | -$5,559,588 | PRFZ, KMB, PRF, GVI, BND | 13F-HR | 12 Jan 2017, 11:41 |
| Q3 2016 | 231 | $735,684,000 | +$133,046,276 | -$92,617,409 | +$40,428,867 | KMB, PRF, GVI, PRFZ, MUB | 13F-HR | 12 Oct 2016, 11:41 |
| Q2 2016 | 227 | $687,771,000 | +$120,648,501 | -$105,235,975 | +$15,412,526 | KMB, GVI, PRF, PRFZ, USMV | 13F-HR | 13 Jul 2016, 17:42 |
| Q1 2016 | 236 | $663,018,000 | +$77,047,870 | -$79,659,939 | -$2,612,069 | KMB, GVI, PRF, PRFZ, USMV | 13F-HR | 21 Apr 2016, 11:42 |
| Q4 2015 | 236 | $657,887,000 | +$79,911,552 | -$77,864,403 | +$2,047,149 | KMB, GVI, PRF, PRFZ, USMV | 13F-HR | 12 Jan 2016, 11:11 |
| Q3 2015 | 236 | $632,957,000 | +$81,676,280 | -$76,484,410 | +$5,191,870 | GVI, KMB, PRFZ, PRF, USMV | 13F-HR | 09 Oct 2015, 15:03 |
| Q2 2015 | 245 | $663,560,000 | +$85,671,127 | -$92,880,513 | -$7,209,386 | GVI, KMB, PRF, USMV, IJH | 13F-HR | 15 Jul 2015, 16:34 |
| Q1 2015 | 244 | $681,570,000 | +$94,213,715 | -$100,613,060 | -$6,399,345 | KMB, GVI, PRF, RWO, IJH | 13F-HR | 13 Apr 2015, 16:27 |
| Q4 2014 | 253 | $681,734,000 | +$89,431,996 | -$84,718,701 | +$4,713,295 | KMB, GVI, PRF, USMV, RWO | 13F-HR | 16 Jan 2015, 10:40 |
| Q3 2014 | 254 | $655,136,000 | +$110,145,246 | -$95,924,760 | +$14,220,486 | KMB, GVI, PRF, RWO, USMV | 13F-HR | 14 Oct 2014, 15:41 |
| Q2 2014 | 254 | $647,144,000 | $0 | $0 | $0 | KMB, RWO, PRF, GVI, DJP | New Holdings | 18 Jul 2014, 12:17 |
| Q2 2014 | 254 | $647,144,000 | +$180,328,936 | -$116,471,578 | +$63,857,358 | KMB, RWO, PRF, GVI, DJP | 13F-HR | 15 Jul 2014, 15:18 |
| Q1 2014 | 208 | $573,275,000 | +$119,080,387 | -$98,095,838 | +$20,984,549 | KMB, DJP, PRF, VQT, GVI | 13F-HR | 10 Apr 2014, 14:09 |
| Q4 2013 | 198 | $547,164,000 | $0 | $0 | $0 | KMB, VEA, FLOT, GVI, USMV | 13F-HR | 13 Jan 2014, 17:00 |