Legacy Trust

13F Filings History

Latest 13F report
Q4 2024 - Jan 23, 2025
Value $
$431M
Signature - Title
Melanie VanderHoff - Director of Operations and Risk Management
Location
Grand Rapids, MI
Summary
This page shows a list of all the recent 13F filings made by Legacy Trust. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Legacy Trust reported 157 stock holdings with total value $431M as of Q4 2024. Top holdings included AAPL, MSFT, SPY, URI, and IVV.
Holdings Value