Legacy Private Trust Co.
All 13F Filings
- Location
- Neenah, WI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,704,162
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/8/2026 | 259 | 1,704,162 | 13F-HR | Legacy Private Trust Co. |
| Q3 2025 | 10/8/2025 | 257 | 1,677,455 | 13F-HR | Legacy Private Trust Co. |
| Q2 2025 | 7/8/2025 | 249 | 1,548,056 | 13F-HR | Legacy Private Trust Co. |
| Q2 2014 | 7/18/2014 | 254 | 647,144 | 13F-HR/A - NEW HOLDINGS | Legacy Private Trust Co. |
| Q2 2014 | 7/15/2014 | 249 | 630,987 | 13F-HR | Legacy Private Trust Co. |
| Q1 2014 | 4/10/2014 | 229 | 573,275 | 13F-HR | Legacy Private Trust Co. |
| Q4 2013 | 1/13/2014 | 198 | 547,164 | 13F-HR | Legacy Private Trust Co. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
7.335 K
(0.4% of total reported value)
· QoQ Δ:
+1.09 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.189 M | 70.1% | 1.159 K | 0 | 1.159 K |
| ETFs | 448.8 K | 26.5% | 13.55 K | 0 | 13.55 K |
| Debt | 58.93 K | 3.5% | 10.89 K | 0 | 10.89 K |
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Fund Snapshot
Q4 2025
Latest filed
1/8/2026
Total value ($000)
1,704,162
Holdings
259
QoQ value change ($000)
26,707
(1.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.