Legacy Private Trust Co.
All 13F Filings
- Location
- Neenah, WI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,806,427
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 270 | 1,806,427 | 13F-HR | Legacy Private Trust Co. |
| Q1 2026 | 4/7/2026 | 262 | 1,626,022 | 13F-HR | Legacy Private Trust Co. |
| 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):
15.84 K
(0.9% of total reported value)
· QoQ Δ:
+7.668 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 679.8 K | 38.0% | 103.2 K | 0 | 103.2 K |
| ETFs | 1.05 M | 58.6% | 67.3 K | 0 | 67.3 K |
| Debt | 60.87 K | 3.4% | 2.229 K | 0 | 2.229 K |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
1,806,427
Holdings
270
QoQ value change ($000)
180,405
(11.1%)
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.