Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Apple Inc | 4 | Q3 2023 | 6.6% |
MICROSOFT CORP | 4 | Q3 2023 | 4.2% |
State Street ETF/USA | 4 | Q3 2023 | 3.6% |
United Rentals Inc | 4 | Q3 2023 | 2.8% |
VISA INC | 4 | Q3 2023 | 2.7% |
ISHARES | 4 | Q3 2023 | 2.6% |
Sun Communities Inc | 4 | Q3 2023 | 6.4% |
Palo Alto Networks Inc | 4 | Q3 2023 | 2.6% |
iShares ETFs/USA | 4 | Q3 2023 | 2.1% |
ALBEMARLE CORP | 4 | Q3 2023 | 2.1% |
View Legacy Trust's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-23 |
13F-HR | 2024-01-24 |
13F-HR | 2023-10-16 |
13F-HR | 2023-08-08 |
13F-HR | 2023-04-19 |
13F-HR | 2023-04-03 |
View Legacy Trust's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.