Legacy Private Trust Co.
All 13F Filings
- Location
- Neenah, WI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,626,022
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| 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):
8.174 K
(0.5% of total reported value)
· QoQ Δ:
+839
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 576.6 K | 35.6% | 0 | 612.4 K | -612.4 K |
| ETFs | 982.6 K | 60.7% | 533.7 K | 0 | 533.7 K |
| Debt | 58.64 K | 3.6% | 0 | 286 | -286 |
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Fund Snapshot
Q1 2026
Latest filed
4/7/2026
Total value ($000)
1,626,022
Holdings
262
QoQ value change ($000)
-78,140
(-4.6%)
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.