$336 Million is the total value of Legacy Trust's 158 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 11.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | Apple Inc | $20,655,044 | +27.1% | 125,258 | +0.1% | 6.15% | +22.6% |
| MSFT | Buy | MICROSOFT CORP | $12,732,770 | +20.8% | 44,165 | +0.5% | 3.79% | +16.5% |
| SPY | Sell | State Street ETF/USAtr unit | $12,152,333 | +5.7% | 29,684 | -1.2% | 3.62% | +2.0% |
| V | Buy | VISA INC | $8,960,006 | +9.5% | 39,741 | +0.9% | 2.67% | +5.6% |
| URI | Sell | United Rentals Inc | $8,737,194 | +6.3% | 22,077 | -4.6% | 2.60% | +2.5% |
| IVV | Sell | ISHAREScore s&p500 etf | $8,335,058 | +0.8% | 20,276 | -5.8% | 2.48% | -2.8% |
| PANW | Sell | Palo Alto Networks Inc | $7,438,717 | +42.1% | 37,242 | -0.7% | 2.22% | +37.1% |
| IJR | Buy | BlackRock Fund Advisorscore s&p scp etf | $7,067,320 | +2.4% | 73,085 | +0.3% | 2.10% | -1.2% |
| ALB | Sell | ALBEMARLE CORP | $6,985,085 | +1.8% | 31,601 | -0.1% | 2.08% | -1.8% |
| GWW | Sell | WW Grainger Inc | $6,647,017 | +21.1% | 9,650 | -2.2% | 1.98% | +16.8% |
| JNJ | Buy | Johnson & Johnson | $5,913,250 | -12.2% | 38,150 | +0.1% | 1.76% | -15.3% |
| LNG | Sell | CHENIERE ENERGY IN | $5,890,458 | +4.5% | 37,376 | -0.6% | 1.75% | +0.8% |
| SYK | Sell | Stryker Corp | $5,715,680 | +14.6% | 20,022 | -1.8% | 1.70% | +10.6% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $5,666,770 | +20.2% | 54,630 | +2.3% | 1.69% | +16.0% |
| LEN | Sell | LENNAR CORPcl a | $5,628,115 | +16.0% | 53,545 | -0.1% | 1.68% | +11.9% |
| IWM | Buy | ISHARESrussell 2000 etf | $5,574,822 | +3.5% | 31,249 | +1.2% | 1.66% | -0.2% |
| COST | Sell | Costco Wholesale Corp | $5,544,075 | +8.1% | 11,158 | -0.7% | 1.65% | +4.3% |
| IWV | Buy | BlackRock Fund Advisorsrussell 3000 etf | $5,525,779 | +7.6% | 23,473 | +0.9% | 1.65% | +3.8% |
| AXP | Sell | AMER EXPRESS CO | $5,236,833 | +11.0% | 31,748 | -0.5% | 1.56% | +7.1% |
| RTX | Sell | Raytheon Technologies Corp | $5,226,230 | -4.3% | 53,367 | -1.4% | 1.56% | -7.7% |
| IJH | Sell | BlackRock Fund Advisorscore s&p mcp etf | $5,200,326 | +0.3% | 20,788 | -3.0% | 1.55% | -3.2% |
| GS | Buy | GOLDMAN SACHS GRP | $5,049,924 | -4.6% | 15,438 | +0.1% | 1.50% | -8.0% |
| NKE | Buy | NIKE INCcl b | $4,963,241 | +5.8% | 40,470 | +1.0% | 1.48% | +2.1% |
| QCOM | Buy | QUALCOMM Inc | $4,847,147 | +16.2% | 37,993 | +0.1% | 1.44% | +12.0% |
| JPM | Buy | JPMorgan Chase & Co | $4,817,170 | -2.7% | 36,967 | +0.1% | 1.44% | -6.1% |
| TJX | Sell | TJX Cos Inc/The | $4,676,838 | -3.7% | 59,684 | -2.2% | 1.39% | -7.1% |
| ALGN | Sell | Align Technology Inc | $4,668,604 | +57.3% | 13,972 | -0.7% | 1.39% | +51.7% |
| CMI | Sell | CUMMINS INC | $4,245,375 | -2.2% | 17,772 | -0.8% | 1.26% | -5.7% |
| TSM | Buy | TSMCsponsored ads | $4,080,415 | +26.5% | 43,866 | +1.3% | 1.22% | +22.0% |
| INCY | Sell | Incyte Corp | $4,058,828 | -10.4% | 56,162 | -0.4% | 1.21% | -13.5% |
| LULU | New | LULULEMON ATHLETIC | $3,600,018 | – | 9,885 | +100.0% | 1.07% | – |
| WYNN | Sell | WYNN RESORTS LTD | $3,564,222 | +32.4% | 31,849 | -2.4% | 1.06% | +27.7% |
| FB | Sell | FACEBOOK INCcl a | $3,559,320 | +75.2% | 16,794 | -0.5% | 1.06% | +69.1% |
| SUI | Sell | Sun Communities Inc | $3,528,058 | -83.0% | 25,043 | -82.7% | 1.05% | -83.6% |
| DD | Buy | DuPont de Nemours Inc | $3,509,409 | +5.0% | 48,898 | +0.4% | 1.04% | +1.3% |
| AMZN | Buy | Amazon.com Inc | $3,070,915 | +37.6% | 29,731 | +11.9% | 0.91% | +32.7% |
| USB | Buy | US Bancorp | $3,067,386 | -16.7% | 85,087 | +0.8% | 0.91% | -19.7% |
| GNTX | Buy | Gentex Corp | $2,991,754 | +2.9% | 106,734 | +0.1% | 0.89% | -0.8% |
| INTU | Buy | Intuit Inc | $2,936,682 | +19.3% | 6,587 | +4.1% | 0.88% | +15.1% |
| ISRG | New | Intuitive Surgical Inc | $2,889,877 | – | 11,312 | +100.0% | 0.86% | – |
| IWF | Sell | ISHARES/USArus 1000 grw etf | $2,770,458 | +6.9% | 11,339 | -6.2% | 0.82% | +3.1% |
| DBX | Sell | Dropbox Inccl a | $2,767,987 | -4.7% | 128,029 | -1.4% | 0.82% | -8.1% |
| PYPL | Buy | PayPal Holdings Inc | $2,762,925 | +12.6% | 36,383 | +5.6% | 0.82% | +8.7% |
| CHWY | Buy | Chewy Inccl a | $2,679,324 | +4.1% | 71,678 | +3.2% | 0.80% | +0.4% |
| BFB | Sell | BROWN-FORMAN CORPcl b | $2,610,133 | -4.0% | 40,612 | -1.9% | 0.78% | -7.4% |
| EXPE | Buy | Expedia Group Inc | $2,569,840 | +12.9% | 26,485 | +1.9% | 0.76% | +8.8% |
| HD | Sell | Home Depot Inc/The | $2,481,664 | -6.6% | 8,409 | -0.1% | 0.74% | -9.9% |
| ZTS | Buy | Pfizer Inccl a | $2,466,141 | +19.2% | 14,817 | +5.0% | 0.73% | +15.0% |
| ANTM | Elevance Health Inc | $2,379,977 | -10.4% | 5,176 | 0.0% | 0.71% | -13.5% | |
| TMO | Sell | Thermo Fisher Scientific Inc | $2,304,904 | +3.5% | 3,999 | -1.1% | 0.69% | -0.1% |
| SPLK | Buy | Splunk Inc | $2,261,617 | +19.4% | 23,588 | +7.3% | 0.67% | +15.2% |
| DIS | Buy | Walt Disney Co/The | $2,204,262 | +28.3% | 22,014 | +11.3% | 0.66% | +23.8% |
| TTWO | Buy | Take-Two Interactive Software | $2,100,754 | +30.0% | 17,609 | +13.5% | 0.63% | +25.5% |
| ADBE | Sell | Adobe Inc | $2,092,944 | +13.7% | 5,431 | -0.7% | 0.62% | +9.7% |
| ALLY | Buy | Ally Financial Inc | $2,003,973 | +16.1% | 78,618 | +11.3% | 0.60% | +12.0% |
| ROP | Sell | ROPER INDUSTRIES INC | $1,998,088 | -1.0% | 4,534 | -2.9% | 0.60% | -4.5% |
| PEP | Sell | PEPSICO INC | $1,931,286 | -0.8% | 10,594 | -1.7% | 0.58% | -4.3% |
| SBUX | Sell | STARBUCKS CORP | $1,913,285 | +2.0% | 18,374 | -2.9% | 0.57% | -1.6% |
| EFA | Buy | BlackRock Fund Advisorsmsci eafe etf | $1,864,097 | +12.0% | 26,064 | +2.8% | 0.56% | +8.0% |
| ORCL | Sell | ORACLE CORP | $1,857,564 | +10.9% | 19,991 | -2.4% | 0.55% | +7.0% |
| IEFA | ISHAREScore msci eafe | $1,850,074 | +8.5% | 27,675 | 0.0% | 0.55% | +4.6% | |
| IWR | Buy | BlackRock Fund Advisorsrus mid cap etf | $1,800,440 | +7.6% | 25,750 | +3.8% | 0.54% | +3.7% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $1,772,422 | +3.0% | 45,011 | -2.5% | 0.53% | -0.6% |
| IWB | Sell | BlackRock Fund Advisorsrus 1000 etf | $1,639,224 | -3.9% | 7,278 | -10.2% | 0.49% | -7.4% |
| ECL | Sell | ECOLAB INC | $1,458,154 | +12.9% | 8,809 | -0.7% | 0.43% | +8.8% |
| VLO | Sell | Valero Energy Corp | $1,427,410 | -66.3% | 10,225 | -69.3% | 0.42% | -67.5% |
| BRKB | Sell | Berkshire Hathaway Inccl b new | $1,381,437 | -0.9% | 4,474 | -0.8% | 0.41% | -4.4% |
| EW | Sell | Edwards Lifesciences Corp | $1,348,416 | +8.9% | 16,299 | -1.8% | 0.40% | +5.2% |
| GOOG | Sell | Alphabet Inccap stk cl c | $1,243,112 | +15.4% | 11,953 | -1.6% | 0.37% | +11.1% |
| NEE | NEXTERA ENERGY | $1,107,794 | -7.8% | 14,372 | 0.0% | 0.33% | -11.1% | |
| NVDA | Sell | NVIDIA Corp | $1,074,692 | +85.0% | 3,869 | -2.6% | 0.32% | +78.8% |
| AMGN | Sell | Amgen Inc | $1,071,920 | -9.0% | 4,434 | -1.1% | 0.32% | -12.4% |
| UFPI | UFP INDUSTRIES INC | $1,023,971 | +0.3% | 12,885 | 0.0% | 0.30% | -3.2% | |
| INTC | Intel Corp | $949,750 | +23.6% | 29,071 | 0.0% | 0.28% | +19.4% | |
| FDX | Sell | FEDEX CORP | $911,218 | +27.1% | 3,988 | -3.6% | 0.27% | +22.6% |
| VEA | Buy | Vanguard Group Inc/Thevan ftse dev mkt | $862,566 | +33.7% | 19,096 | +24.2% | 0.26% | +29.1% |
| IJT | Sell | ISHARES/USAs&p sml 600 gwt | $847,418 | -13.6% | 7,708 | -15.0% | 0.25% | -16.8% |
| FISV | Buy | FISERV INC | $846,369 | +31.8% | 7,488 | +17.9% | 0.25% | +27.3% |
| PG | Buy | Procter & Gamble Co/The | $842,031 | +37.3% | 5,663 | +39.9% | 0.25% | +32.8% |
| AMT | Buy | American Tower Corp | $833,299 | +2.1% | 4,078 | +5.8% | 0.25% | -1.6% |
| BIV | Sell | Vanguard ETF/USAintermed term | $806,154 | +1.3% | 10,505 | -1.9% | 0.24% | -2.4% |
| MA | Sell | MASTERCARD INCcl a | $754,803 | +0.2% | 2,077 | -4.2% | 0.22% | -3.4% |
| IWD | Sell | ISHARES TRUSTrus 1000 val etf | $718,058 | -0.2% | 4,716 | -0.6% | 0.21% | -3.6% |
| XOM | Buy | Exxon Mobil Corp | $710,487 | +13.2% | 6,479 | +13.9% | 0.21% | +9.3% |
| UNP | Buy | Union Pacific Corp | $692,737 | -2.2% | 3,442 | +0.6% | 0.21% | -5.9% |
| IWN | Buy | ISHARESrus 2000 val etf | $676,057 | +3.4% | 4,934 | +4.6% | 0.20% | -0.5% |
| IWO | Buy | BlackRock Fund Advisorsrus 2000 grw etf | $676,377 | +11.2% | 2,982 | +5.1% | 0.20% | +6.9% |
| PFE | Buy | Pfizer Inc | $653,290 | -15.1% | 16,012 | +6.6% | 0.20% | -18.1% |
| MRK | Buy | Merck & Co Inc | $649,617 | -0.9% | 6,106 | +3.4% | 0.19% | -4.5% |
| IDXX | Buy | IDEXX Laboratories Inc | $607,597 | +92.9% | 1,215 | +57.4% | 0.18% | +86.6% |
| ACN | Buy | Accenture PLC | $595,628 | +26.8% | 2,084 | +18.4% | 0.18% | +22.1% |
| MCD | Sell | MCDONALD'S CORP | $589,418 | +5.8% | 2,108 | -0.3% | 0.18% | +2.3% |
| ABBV | Buy | AbbVie Inc | $569,588 | +4.8% | 3,574 | +6.2% | 0.17% | +1.2% |
| APH | Buy | Amphenol Corpcl a | $561,743 | +39.0% | 6,874 | +29.5% | 0.17% | +33.6% |
| VTI | Buy | VANGUARD ETF/USAtotal stk mkt | $541,886 | +31.5% | 2,655 | +23.2% | 0.16% | +26.8% |
| BLK | BlackRock Inc | $536,634 | -5.6% | 802 | 0.0% | 0.16% | -8.6% | |
| CVX | Buy | Chevron Corp | $536,470 | +93.8% | 3,288 | +113.2% | 0.16% | +88.2% |
| AMP | Ameriprise Financial Inc | $531,778 | -1.6% | 1,735 | 0.0% | 0.16% | -5.4% | |
| ADM | Archer-Daniels-Midland Co | $519,702 | -14.2% | 6,524 | 0.0% | 0.16% | -17.1% | |
| MDY | Buy | STATE STREET ETF/USAutser1 s&pdcrp | $509,752 | +8.4% | 1,112 | +4.7% | 0.15% | +4.8% |
| GLD | Sell | SPDR GOLD TRUST | $505,870 | -0.6% | 2,761 | -8.0% | 0.15% | -3.8% |
| DE | Buy | DEERE & CO | $491,740 | +20.0% | 1,191 | +24.6% | 0.15% | +15.0% |
| DVY | ISHARESselect divid etf | $486,531 | -2.8% | 4,152 | 0.0% | 0.14% | -6.5% | |
| CL | COLGATE-PALMOLIVE | $482,538 | -4.6% | 6,421 | 0.0% | 0.14% | -7.7% | |
| TTC | Sell | Toro Co/The | $482,323 | -5.5% | 4,339 | -3.8% | 0.14% | -8.9% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE | $472,017 | -1.3% | 4,526 | -2.9% | 0.14% | -4.7% |
| HON | Buy | Honeywell International Inc | $468,053 | -3.3% | 2,449 | +8.4% | 0.14% | -6.7% |
| FTNT | Sell | Fortinet Inc | $437,639 | +32.9% | 6,585 | -2.2% | 0.13% | +27.5% |
| FITB | 5TH THIRD BANCORP | $417,955 | -18.8% | 15,689 | 0.0% | 0.12% | -22.0% | |
| LLY | Sell | Eli Lilly & Co | $393,216 | -8.1% | 1,145 | -2.1% | 0.12% | -11.4% |
| UNH | Buy | UnitedHealth Group Inc | $392,250 | +8.8% | 830 | +22.1% | 0.12% | +5.4% |
| New | Linde PLCnone | $384,586 | – | 1,082 | +100.0% | 0.12% | – | |
| GD | GEN DYNAMICS CORP | $383,849 | -8.0% | 1,682 | 0.0% | 0.11% | -11.6% | |
| SMMD | Sell | BlackRock Fund Advisorsrusel 2500 etf | $378,258 | -3.8% | 6,900 | -6.8% | 0.11% | -6.6% |
| KO | Sell | Coca-Cola Co/The | $374,351 | -87.4% | 6,035 | -87.1% | 0.11% | -87.9% |
| FVD | First Trust Advisors LP | $369,512 | +0.6% | 9,201 | 0.0% | 0.11% | -2.7% | |
| CME | Sell | CME Group Inc | $366,952 | +10.4% | 1,916 | -3.0% | 0.11% | +5.8% |
| SDY | SSGA Funds Management Incs&p divid etf | $362,223 | -1.1% | 2,928 | 0.0% | 0.11% | -4.4% | |
| LGLV | State Street ETF/USAssga us lrg etf | $351,302 | +0.9% | 2,568 | 0.0% | 0.10% | -2.8% | |
| IWP | BlackRock Fund Advisorsrus md cp gr etf | $343,259 | +8.9% | 3,770 | 0.0% | 0.10% | +5.2% | |
| PTIN | Pacer Advisors Inctrendpilot intl | $336,128 | +8.3% | 12,800 | 0.0% | 0.10% | +4.2% | |
| HBAN | Huntington Bancshares Inc/OH | $326,984 | -20.6% | 29,195 | 0.0% | 0.10% | -23.6% | |
| VZ | Sell | VERIZON COMMUN | $320,881 | -1.7% | 8,251 | -0.5% | 0.10% | -5.0% |
| ITW | ILLINOIS TOOL WKS | $311,373 | +10.5% | 1,279 | 0.0% | 0.09% | +6.9% | |
| USMV | BlackRock Fund Advisorsmsci usa min vol | $310,236 | +0.9% | 4,265 | 0.0% | 0.09% | -3.2% | |
| ILMN | Sell | Illumina Inc | $309,989 | +6.0% | 1,333 | -7.8% | 0.09% | +2.2% |
| CSCO | Sell | CISCO SYSTEMS | $302,515 | +1.1% | 5,787 | -7.8% | 0.09% | -2.2% |
| PTMC | Pacer Advisors Inctrendp us mid cp | $303,530 | +1.7% | 9,560 | 0.0% | 0.09% | -2.2% | |
| VV | Vanguard Group Inc/Thelarge cap etf | $296,094 | +7.2% | 1,585 | 0.0% | 0.09% | +3.5% | |
| PTLC | Pacer Advisors Inctrendp us lar cp | $291,350 | +1.5% | 7,653 | 0.0% | 0.09% | -2.2% | |
| LH | Laboratory Corp of America Hol | $287,922 | -2.6% | 1,255 | 0.0% | 0.09% | -5.5% | |
| IJS | ISHARESsp smcp600vl etf | $289,942 | +2.5% | 3,098 | 0.0% | 0.09% | -1.1% | |
| MTUM | BlackRock Fund Advisorsmsci usa mmentm | $286,422 | -4.7% | 2,060 | 0.0% | 0.08% | -8.6% | |
| FPX | FIRST TRUST ADVISORS LPus eqty oppt etf | $279,802 | +6.8% | 3,329 | 0.0% | 0.08% | +2.5% | |
| SHY | New | ISHARES TRUST1 3 yr treas bd | $267,020 | – | 3,250 | +100.0% | 0.08% | – |
| VTV | Vanguard Group Inc/Thevalue etf | $257,713 | -1.6% | 1,866 | 0.0% | 0.08% | -4.9% | |
| FAST | New | Fastenal Co | $259,290 | – | 4,807 | +100.0% | 0.08% | – |
| BIL | New | State Street ETF/USAbloomberg 1-3 mo | $259,759 | – | 2,829 | +100.0% | 0.08% | – |
| SHV | New | ISHARESshort treas bd | $260,117 | – | 2,354 | +100.0% | 0.08% | – |
| IEF | New | BlackRock Fund Advisors7-10 yr trsy bd | $253,945 | – | 2,562 | +100.0% | 0.08% | – |
| SLYG | State Street ETF/USAs&p 600 smcp grw | $254,438 | +2.1% | 3,450 | 0.0% | 0.08% | -1.3% | |
| PTNQ | Pacer Advisors Inctrendpilot 100 | $251,561 | +11.5% | 4,583 | 0.0% | 0.08% | +7.1% | |
| TGT | Target Corp | $251,426 | +11.1% | 1,518 | 0.0% | 0.08% | +7.1% | |
| VIG | VANGUARD ETF/USAdiv app etf | $246,878 | +1.4% | 1,603 | 0.0% | 0.07% | -1.3% | |
| DLTR | Dollar Tree Inc | $241,451 | +1.5% | 1,682 | 0.0% | 0.07% | -1.4% | |
| CAT | Caterpillar Inc | $241,197 | -4.5% | 1,054 | 0.0% | 0.07% | -7.7% | |
| SMDV | ProShare Advisors LLCruss 2000 divd | $236,835 | -0.5% | 3,880 | 0.0% | 0.07% | -4.1% | |
| XSLV | Invesco ETFs/USAs&p smlcp low | $235,890 | -5.2% | 5,570 | 0.0% | 0.07% | -9.1% | |
| PRFZ | Invesco ETFs/USAftse rafi 1500 | $231,151 | +3.9% | 1,405 | 0.0% | 0.07% | 0.0% | |
| XMLV | Invesco ETFs/USAs&p midcp low | $231,294 | -2.0% | 4,414 | 0.0% | 0.07% | -5.5% | |
| TRV | Buy | TRAVELERS CO INC | $229,004 | -6.3% | 1,336 | +2.5% | 0.07% | -9.3% |
| ADP | New | AUTOMATIC DATA PROCESSING | $225,747 | – | 1,014 | +100.0% | 0.07% | – |
| JBHT | JB Hunt Transport Services Inc | $225,466 | +0.6% | 1,285 | 0.0% | 0.07% | -2.9% | |
| CARR | New | CARRIER GLOBAL CORP | $219,234 | – | 4,792 | +100.0% | 0.06% | – |
| VEU | New | Vanguard ETF/USAallwrld ex us | $204,897 | – | 3,832 | +100.0% | 0.06% | – |
| EL | Sell | ESTEE LAUDER COScl a | $205,548 | -6.3% | 834 | -5.7% | 0.06% | -10.3% |
| VRCA | New | Verrica Pharmaceuticals Inc | $121,875 | – | 18,750 | +100.0% | 0.04% | – |
| F | Sell | FORD MOTOR CO | $88,666 | +4.0% | 7,037 | -4.0% | 0.03% | 0.0% |
| ABT | Exit | Abbott Laboratories | $0 | – | -1,969 | -100.0% | -0.07% | – |
| FNX | Exit | First Trust ETFs/USA | $0 | – | -2,788 | -100.0% | -0.08% | – |
| IVOG | Exit | Vanguard ETF/USAmidcp 400 grth | $0 | – | -1,490 | -100.0% | -0.08% | – |
| IJJ | Exit | iShares ETFs/USAs&p mc 400vl etf | $0 | – | -3,121 | -100.0% | -0.10% | – |
| IJK | Exit | iShares ETFs/USAs&p mc 400gr etf | $0 | – | -6,591 | -100.0% | -0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-19
Signatures
The EDGAR filing(s) were signed by:
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.