Legacy Trust

13F Filings History

Latest 13F report
Q3 2024 - Oct 29, 2024
Value $
$435M
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 159 stock holdings with total value $435M as of Q3 2024. Top holdings included AAPL, MSFT, SPY, URI, and IVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 159 $435M +$15.5M -$7.92M +$7.57M AAPL, MSFT, SPY, URI, IVV 13F-HR 10/29/2024, 11:54 AM
Q2 2024 143 $402M +$13.2M -$13.8M -$606K AAPL, MSFT, SPY, URI, PANW 13F-HR 7/16/2024, 04:33 PM
Q1 2024 149 $401M +$14M -$20.1M -$6.09M MSFT, AAPL, SPY, URI, V 13F-HR 4/23/2024, 12:40 PM
Q4 2023 156 $384M +$10.2M -$15.9M -$5.72M AAPL, MSFT, SPY, URI, IVV 13F-HR 1/24/2024, 12:51 PM
Q3 2023 156 $344M +$6.43M -$6.03M +$397K AAPL, MSFT, SPY, URI, V 13F-HR 10/16/2023, 04:05 PM
Q2 2023 162 $363M +$6.54M -$4.39M +$2.15M AAPL, MSFT, SPY, URI, V 13F-HR 8/8/2023, 10:19 AM
Q1 2023 158 $336M +$13.2M -$27.5M -$14.3M AAPL, MSFT, SPY, V, URI 13F-HR 4/19/2023, 02:47 PM
Q4 2022 151 $324M $0 $0 SUI, AAPL, SPY, MSFT, IVV 13F-HR 4/3/2023, 03:38 PM