$344 Million is the total value of Legacy Trust's 156 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 6.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | Apple Inc | $20,958,843 | -12.8% | 122,416 | -1.2% | 6.09% | -8.0% |
| MSFT | Sell | MICROSOFT CORP | $13,971,622 | -7.4% | 44,249 | -0.2% | 4.06% | -2.3% |
| SPY | Sell | State Street ETF/USAtr unit | $12,434,538 | -5.6% | 29,088 | -2.1% | 3.62% | -0.4% |
| URI | Sell | United Rentals Inc | $9,579,594 | -2.5% | 21,548 | -2.4% | 2.78% | +2.8% |
| V | Buy | VISA INC | $9,322,535 | -2.0% | 40,531 | +1.2% | 2.71% | +3.4% |
| PANW | Sell | Palo Alto Networks Inc | $8,579,801 | -9.4% | 36,597 | -1.2% | 2.50% | -4.4% |
| IVV | Sell | ISHAREScore s&p500 etf | $8,485,107 | -5.4% | 19,759 | -1.8% | 2.47% | -0.2% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $7,250,953 | +9.9% | 55,410 | +0.5% | 2.11% | +16.0% |
| IJR | Sell | BlackRock Fund Advisorscore s&p scp etf | $6,961,837 | -5.5% | 73,803 | -0.2% | 2.02% | -0.3% |
| GWW | Buy | WW Grainger Inc | $6,694,936 | -12.1% | 9,677 | +0.2% | 1.95% | -7.2% |
| LNG | Buy | CHENIERE ENERGY IN | $6,264,492 | +9.2% | 37,747 | +0.2% | 1.82% | +15.2% |
| COST | Sell | Costco Wholesale Corp | $6,110,607 | +2.8% | 10,816 | -2.0% | 1.78% | +8.6% |
| JNJ | Buy | Johnson & Johnson | $6,098,236 | -4.7% | 39,154 | +1.3% | 1.77% | +0.6% |
| LEN | Sell | LENNAR CORPcl a | $5,932,029 | -11.4% | 52,856 | -1.1% | 1.72% | -6.6% |
| ALB | Buy | ALBEMARLE CORP | $5,478,179 | -23.0% | 32,217 | +1.0% | 1.59% | -18.8% |
| IWV | Sell | BlackRock Fund Advisorsrussell 3000 etf | $5,429,304 | -5.2% | 22,155 | -1.6% | 1.58% | 0.0% |
| IJH | Buy | BlackRock Fund Advisorscore s&p mcp etf | $5,381,721 | -2.1% | 21,583 | +2.7% | 1.56% | +3.3% |
| IWM | Sell | ISHARESrussell 2000 etf | $5,362,822 | -6.7% | 30,343 | -1.1% | 1.56% | -1.6% |
| JPM | Buy | JPMorgan Chase & Co | $5,264,661 | +1.7% | 36,303 | +2.0% | 1.53% | +7.4% |
| GS | Buy | GOLDMAN SACHS GRP | $5,136,350 | +1.5% | 15,874 | +1.2% | 1.49% | +7.1% |
| FB | Sell | FACEBOOK INCcl a | $5,027,617 | +2.2% | 16,747 | -2.3% | 1.46% | +7.8% |
| TJX | Sell | TJX Cos Inc/The | $4,933,107 | -0.3% | 55,503 | -4.9% | 1.43% | +5.2% |
| AXP | Buy | AMER EXPRESS CO | $4,881,795 | -12.9% | 32,722 | +1.7% | 1.42% | -8.2% |
| SYK | Sell | Stryker Corp | $4,858,741 | -11.3% | 17,780 | -1.0% | 1.41% | -6.4% |
| QCOM | Buy | QUALCOMM Inc | $4,773,137 | +3.7% | 42,978 | +11.1% | 1.39% | +9.5% |
| ALGN | Buy | Align Technology Inc | $4,333,101 | -13.2% | 14,192 | +0.5% | 1.26% | -8.4% |
| NKE | Buy | NIKE INCcl b | $4,222,484 | -8.7% | 44,159 | +5.4% | 1.23% | -3.6% |
| CMI | Buy | CUMMINS INC | $4,181,960 | -6.3% | 18,305 | +0.5% | 1.22% | -1.1% |
| AMZN | Buy | Amazon.com Inc | $4,174,875 | -0.7% | 32,842 | +1.9% | 1.21% | +4.8% |
| LULU | Buy | LULULEMON ATHLETIC | $4,129,883 | +6.8% | 10,710 | +4.8% | 1.20% | +12.8% |
| TSM | Buy | TSMCsponsored ads | $3,991,317 | -12.6% | 45,930 | +1.5% | 1.16% | -7.8% |
| RTX | Buy | RTX Corp | $3,983,108 | -25.6% | 55,344 | +1.3% | 1.16% | -21.5% |
| DD | Buy | DuPont de Nemours Inc | $3,860,182 | +7.4% | 51,752 | +2.8% | 1.12% | +13.2% |
| DBX | Buy | Dropbox Inccl a | $3,653,558 | +4.3% | 134,174 | +2.2% | 1.06% | +10.1% |
| SPLK | Buy | Splunk Inc | $3,617,786 | +41.2% | 24,737 | +2.4% | 1.05% | +49.0% |
| WYNN | Buy | WYNN RESORTS LTD | $3,494,392 | +2.2% | 37,814 | +16.8% | 1.02% | +7.9% |
| ISRG | Buy | Intuitive Surgical Inc | $3,492,281 | -10.8% | 11,948 | +4.3% | 1.02% | -5.9% |
| GNTX | Gentex Corp | $3,460,271 | +11.2% | 106,339 | 0.0% | 1.01% | +17.4% | |
| INTU | Sell | Intuit Inc | $3,363,007 | +11.3% | 6,582 | -0.2% | 0.98% | +17.5% |
| INCY | Buy | Incyte Corp | $3,095,779 | -5.5% | 53,588 | +1.8% | 0.90% | -0.3% |
| IWF | Sell | ISHARES/USArus 1000 grw etf | $3,075,110 | -4.0% | 11,561 | -0.7% | 0.89% | +1.2% |
| EXPE | Buy | Expedia Group Inc | $2,974,497 | +1.2% | 28,859 | +7.4% | 0.86% | +6.8% |
| SUI | Buy | Sun Communities Inc | $2,964,654 | -9.3% | 25,052 | +0.0% | 0.86% | -4.2% |
| USB | Buy | US Bancorp | $2,964,887 | +1.6% | 89,682 | +1.5% | 0.86% | +7.2% |
| BFB | Buy | BROWN-FORMAN CORPcl b | $2,886,173 | +2.6% | 50,029 | +18.8% | 0.84% | +8.3% |
| ALLY | Buy | Ally Financial Inc | $2,719,199 | +22.5% | 101,919 | +24.0% | 0.79% | +29.2% |
| ADBE | Sell | Adobe Inc | $2,709,609 | +2.5% | 5,314 | -1.7% | 0.79% | +8.2% |
| TTWO | Buy | Take-Two Interactive Software | $2,651,406 | -0.5% | 18,886 | +4.3% | 0.77% | +4.9% |
| PYPL | Buy | PayPal Holdings Inc | $2,625,614 | +3.9% | 44,913 | +18.6% | 0.76% | +9.5% |
| HD | Buy | Home Depot Inc/The | $2,563,223 | -1.9% | 8,483 | +0.8% | 0.74% | +3.5% |
| ZTS | Sell | Pfizer Inccl a | $2,451,378 | -3.6% | 14,090 | -4.5% | 0.71% | +1.9% |
| IEFA | Buy | ISHAREScore msci eafe | $2,354,245 | +17.9% | 36,585 | +23.7% | 0.68% | +24.5% |
| ANTM | Buy | Elevance Health Inc | $2,259,394 | -1.9% | 5,189 | +0.1% | 0.66% | +3.5% |
| ROP | Sell | ROPER INDUSTRIES INC | $2,126,958 | -1.3% | 4,392 | -2.0% | 0.62% | +4.0% |
| ORCL | Buy | ORACLE CORP | $2,122,637 | -11.0% | 20,040 | +0.0% | 0.62% | -6.2% |
| DIS | Buy | Walt Disney Co/The | $1,932,880 | -7.3% | 23,848 | +2.1% | 0.56% | -2.1% |
| EFA | BlackRock Fund Advisorsmsci eafe etf | $1,801,569 | -4.9% | 26,140 | 0.0% | 0.52% | +0.4% | |
| TMO | Sell | Thermo Fisher Scientific Inc | $1,801,965 | -13.6% | 3,560 | -10.9% | 0.52% | -8.9% |
| NVDA | Buy | NVIDIA Corp | $1,724,300 | +4.8% | 3,964 | +2.0% | 0.50% | +10.6% |
| IWB | Sell | BlackRock Fund Advisorsrus 1000 etf | $1,709,675 | -6.2% | 7,278 | -2.7% | 0.50% | -1.0% |
| PEP | Sell | PEPSICO INC | $1,698,467 | -13.4% | 10,024 | -5.4% | 0.49% | -8.7% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $1,686,123 | -5.5% | 44,191 | -2.0% | 0.49% | -0.4% |
| CHWY | Buy | Chewy Inccl a | $1,641,282 | -45.2% | 89,884 | +18.4% | 0.48% | -42.3% |
| IWR | Sell | BlackRock Fund Advisorsrus mid cap etf | $1,584,440 | -11.3% | 22,880 | -6.4% | 0.46% | -6.3% |
| BRKB | Buy | Berkshire Hathaway Inccl b new | $1,578,102 | +3.3% | 4,505 | +0.5% | 0.46% | +9.0% |
| GOOG | Sell | Alphabet Inccap stk cl c | $1,543,304 | +7.1% | 11,705 | -1.7% | 0.45% | +13.1% |
| ECL | Sell | ECOLAB INC | $1,469,376 | -12.7% | 8,674 | -3.8% | 0.43% | -8.0% |
| SBUX | Sell | STARBUCKS CORP | $1,429,379 | -21.1% | 15,661 | -14.3% | 0.42% | -16.6% |
| UFPI | UFP INDUSTRIES INC | $1,319,424 | +5.5% | 12,885 | 0.0% | 0.38% | +11.3% | |
| VLO | Sell | Valero Energy Corp | $1,235,853 | +8.0% | 8,721 | -10.6% | 0.36% | +14.0% |
| EW | Sell | Edwards Lifesciences Corp | $1,115,269 | -27.5% | 16,098 | -1.3% | 0.32% | -23.6% |
| INTC | Buy | Intel Corp | $1,038,167 | +6.8% | 29,203 | +0.5% | 0.30% | +12.7% |
| IJT | Buy | ISHARES/USAs&p sml 600 gwt | $988,436 | +12.9% | 9,012 | +18.3% | 0.29% | +19.1% |
| VEA | Vanguard ETF/USAvan ftse dev mkt | $834,877 | -5.3% | 19,096 | 0.0% | 0.24% | 0.0% | |
| MA | Sell | MASTERCARD INCcl a | $816,366 | +0.5% | 2,062 | -0.1% | 0.24% | +5.8% |
| NEE | Buy | NEXTERA ENERGY | $811,971 | -22.5% | 14,173 | +0.4% | 0.24% | -18.3% |
| FISV | Sell | FISERV INC | $812,634 | -12.7% | 7,194 | -2.5% | 0.24% | -7.8% |
| AMGN | Sell | Amgen Inc | $773,223 | -25.5% | 2,877 | -38.5% | 0.22% | -21.3% |
| PG | Sell | Procter & Gamble Co/The | $773,787 | -6.6% | 5,305 | -2.8% | 0.22% | -1.3% |
| FDX | Sell | FEDEX CORP | $752,638 | -19.3% | 2,841 | -24.5% | 0.22% | -14.8% |
| XOM | Sell | Exxon Mobil Corp | $747,574 | +2.2% | 6,358 | -6.8% | 0.22% | +7.4% |
| BIV | Sell | VANGUARD ETF/USAintermed term | $740,671 | -6.3% | 10,243 | -2.5% | 0.22% | -1.4% |
| IWD | ISHARES TRUSTrus 1000 val etf | $712,795 | -3.8% | 4,695 | 0.0% | 0.21% | +1.5% | |
| UNP | Sell | Union Pacific Corp | $701,913 | -0.9% | 3,447 | -0.4% | 0.20% | +4.6% |
| AMT | Buy | American Tower Corp | $696,281 | -14.9% | 4,234 | +0.3% | 0.20% | -10.6% |
| IWO | BlackRock Fund Advisorsrus 2000 grw etf | $668,415 | -7.6% | 2,982 | 0.0% | 0.19% | -2.5% | |
| IWN | ISHARESrus 2000 val etf | $648,471 | -3.7% | 4,784 | 0.0% | 0.19% | +1.6% | |
| ACN | Buy | Accenture PLC | $608,999 | -0.2% | 1,983 | +0.3% | 0.18% | +5.4% |
| MRK | Merck & Co Inc | $602,772 | -10.8% | 5,855 | 0.0% | 0.18% | -5.9% | |
| LLY | Sell | Eli Lilly & Co | $596,751 | +13.0% | 1,111 | -1.3% | 0.17% | +19.2% |
| APH | Buy | Amphenol Corpcl a | $579,447 | +0.2% | 6,899 | +1.3% | 0.17% | +5.7% |
| VTI | Sell | VANGUARD ETF/USAtotal stk mkt | $561,824 | -3.9% | 2,645 | -0.4% | 0.16% | +1.2% |
| AMP | Sell | Ameriprise Financial Inc | $561,775 | -2.5% | 1,704 | -1.8% | 0.16% | +2.5% |
| CVX | Sell | Chevron Corp | $556,615 | -1.8% | 3,301 | -8.4% | 0.16% | +3.8% |
| MCD | Sell | MCDONALD'S CORP | $542,423 | -14.5% | 2,059 | -3.2% | 0.16% | -9.7% |
| IDXX | Buy | IDEXX Laboratories Inc | $530,409 | -12.8% | 1,213 | +0.2% | 0.15% | -8.3% |
| ABBV | Buy | AbbVie Inc | $512,766 | +11.2% | 3,440 | +0.5% | 0.15% | +17.3% |
| BLK | Sell | BlackRock Inc | $509,434 | -8.1% | 788 | -1.7% | 0.15% | -3.3% |
| PFE | Sell | Pfizer Inc | $501,862 | -9.6% | 15,130 | -0.0% | 0.15% | -4.6% |
| MDY | Sell | STATE STREET ETF/USAutser1 s&pdcrp | $500,477 | -6.9% | 1,096 | -2.3% | 0.15% | -1.4% |
| ADM | Buy | Archer-Daniels-Midland Co | $494,076 | +0.1% | 6,551 | +0.3% | 0.14% | +5.9% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE | $495,750 | -3.4% | 4,506 | -0.7% | 0.14% | +2.1% |
| GLD | SPDR GOLD TRUST | $473,373 | -3.8% | 2,761 | 0.0% | 0.14% | +1.5% | |
| CL | Buy | COLGATE-PALMOLIVE | $459,868 | -7.6% | 6,467 | +0.1% | 0.13% | -2.2% |
| HON | Buy | Honeywell International Inc | $457,416 | -10.8% | 2,476 | +0.2% | 0.13% | -5.7% |
| DE | Sell | DEERE & CO | $449,460 | -7.6% | 1,191 | -0.8% | 0.13% | -2.2% |
| FVD | First Trust Advisors LP | $450,923 | -6.7% | 12,060 | 0.0% | 0.13% | -1.5% | |
| UNH | UnitedHealth Group Inc | $417,974 | +4.9% | 829 | 0.0% | 0.12% | +10.9% | |
| Sell | Linde PLC | $406,979 | -2.5% | 1,093 | -0.2% | 0.12% | +2.6% | |
| FITB | Buy | 5TH THIRD BANCORP | $398,568 | -3.1% | 15,735 | +0.3% | 0.12% | +2.7% |
| DVY | Sell | ISHARESselect divid etf | $390,303 | -17.0% | 3,626 | -12.7% | 0.11% | -13.1% |
| QQQ | Invesco ETFs/USAunit ser 1 | $382,991 | -3.0% | 1,069 | 0.0% | 0.11% | +1.8% | |
| FTNT | Sell | Fortinet Inc | $379,601 | -22.6% | 6,469 | -0.2% | 0.11% | -18.5% |
| GD | Buy | GEN DYNAMICS CORP | $374,544 | +3.5% | 1,695 | +0.8% | 0.11% | +9.0% |
| SMMD | iShares ETFs/USArusel 2500 etf | $376,119 | -5.2% | 6,900 | 0.0% | 0.11% | 0.0% | |
| CME | Buy | CME Group Inc | $373,210 | +8.2% | 1,864 | +0.1% | 0.11% | +14.7% |
| CSCO | Buy | CISCO SYSTEMS | $371,374 | +16.9% | 6,908 | +12.5% | 0.11% | +22.7% |
| TTC | Sell | Toro Co/The | $353,923 | -19.8% | 4,259 | -1.8% | 0.10% | -15.6% |
| IWP | BlackRock Fund Advisorsrus md cp gr etf | $344,390 | -5.5% | 3,770 | 0.0% | 0.10% | 0.0% | |
| LGLV | State Street Global Advisors Incssga us lrg etf | $342,893 | -5.0% | 2,568 | 0.0% | 0.10% | 0.0% | |
| MGK | Vanguard ETF/USAmega grwth ind | $343,754 | -3.6% | 1,515 | 0.0% | 0.10% | +2.0% | |
| SDY | SSGA Funds Management Incs&p divid etf | $336,749 | -6.2% | 2,928 | 0.0% | 0.10% | -1.0% | |
| PTIN | Pacer ETFs/USAtrendpilot intl | $333,696 | -5.0% | 12,800 | 0.0% | 0.10% | 0.0% | |
| IJK | New | BlackRock Fund Advisorss&p mc 400gr etf | $326,886 | – | 4,525 | +100.0% | 0.10% | – |
| VTV | Buy | Vanguard ETF/USAvalue etf | $309,101 | +16.6% | 2,241 | +20.1% | 0.09% | +23.3% |
| USMV | BlackRock Fund Advisorsmsci usa min vol | $308,701 | -2.6% | 4,265 | 0.0% | 0.09% | +3.4% | |
| PTLC | Pacer ETFs/USAtrendp us lar cp | $305,814 | -3.2% | 7,653 | 0.0% | 0.09% | +2.3% | |
| PTMC | Pacer ETFs/USAtrendp us mid cp | $301,618 | -4.2% | 9,560 | 0.0% | 0.09% | +1.1% | |
| KO | Sell | Coca-Cola Co/The | $298,038 | -12.4% | 5,324 | -5.7% | 0.09% | -7.4% |
| ITW | Buy | ILLINOIS TOOL WKS | $299,403 | -7.4% | 1,300 | +0.6% | 0.09% | -2.2% |
| HBAN | Sell | Huntington Bancshares Inc/OH | $294,746 | -6.3% | 28,341 | -2.9% | 0.09% | -1.1% |
| MTUM | BlackRock Fund Advisorsmsci usa mmentm | $287,782 | -3.2% | 2,060 | 0.0% | 0.08% | +2.4% | |
| CARR | Buy | CARRIER GLOBAL CORP | $282,734 | +17.8% | 5,122 | +6.1% | 0.08% | +24.2% |
| PTNQ | Pacer ETFs/USAtrendpilot 100 | $281,580 | -1.0% | 4,583 | 0.0% | 0.08% | +5.1% | |
| FPX | FIRST TRUST ADVISORS LPus eqty oppt etf | $279,563 | -4.8% | 3,329 | 0.0% | 0.08% | 0.0% | |
| CAT | Caterpillar Inc | $273,273 | +11.0% | 1,001 | 0.0% | 0.08% | +16.2% | |
| BIL | State Street Global Advisors Incbloomberg 1-3 mo | $259,759 | 0.0% | 2,829 | 0.0% | 0.08% | +5.6% | |
| FAST | Buy | Fastenal Co | $258,994 | -6.9% | 4,740 | +0.5% | 0.08% | -2.6% |
| SLYG | State Street Global Advisors Incs&p 600 smcp grw | $252,782 | -4.8% | 3,450 | 0.0% | 0.07% | 0.0% | |
| VV | Sell | Vanguard Group Inc/Thelarge cap etf | $252,440 | -12.9% | 1,290 | -9.7% | 0.07% | -8.8% |
| VIG | VANGUARD ETF/USAdiv app etf | $249,074 | -4.3% | 1,603 | 0.0% | 0.07% | 0.0% | |
| ADP | AUTOMATIC DATA PROCESSING | $247,557 | +9.5% | 1,029 | 0.0% | 0.07% | +16.1% | |
| TSLA | Buy | Tesla Inc | $242,964 | +2.6% | 971 | +7.3% | 0.07% | +9.2% |
| JBHT | JB Hunt Transport Services Inc | $242,248 | +4.1% | 1,285 | 0.0% | 0.07% | +9.4% | |
| PRFZ | Buy | Invesco Capital Management LLCftse rafi 1500 | $231,755 | -4.0% | 7,025 | +400.0% | 0.07% | 0.0% |
| XSLV | Invesco Capital Management LLCs&p smlcp low | $219,681 | -1.0% | 5,570 | 0.0% | 0.06% | +4.9% | |
| WSO | WATSCO INC | $219,078 | -1.0% | 580 | 0.0% | 0.06% | +4.9% | |
| SMDV | ProShares ETFs/USAruss 2000 divd | $219,530 | -4.3% | 3,880 | 0.0% | 0.06% | +1.6% | |
| XMLV | Invesco Capital Management LLCs&p midcp low | $217,036 | -5.0% | 4,414 | 0.0% | 0.06% | 0.0% | |
| CPRT | Buy | Copart Inc | $209,504 | -5.4% | 4,862 | +100.2% | 0.06% | 0.0% |
| TLT | BlackRock Fund Advisors20 yr tr bd etf | $211,437 | -13.8% | 2,384 | 0.0% | 0.06% | -10.3% | |
| TRV | Sell | TRAVELERS CO INC | $202,994 | -13.2% | 1,243 | -7.7% | 0.06% | -7.8% |
| MCN | Madison Funds/USA | $188,557 | -4.5% | 26,670 | 0.0% | 0.06% | +1.9% | |
| PLTR | New | Palantir Technologies Inccl a | $161,600 | – | 10,100 | +100.0% | 0.05% | – |
| F | FORD MOTOR CO | $87,400 | -17.9% | 7,037 | 0.0% | 0.02% | -13.8% | |
| VRCA | Verrica Pharmaceuticals Inc | $72,844 | -32.7% | 18,750 | 0.0% | 0.02% | -30.0% | |
| TGT | Exit | Target Corp | $0 | – | -1,518 | -100.0% | -0.06% | – |
| ABT | Exit | Abbott Laboratories | $0 | – | -1,859 | -100.0% | -0.06% | – |
| CSGP | Exit | CoStar Group Inc | $0 | – | -2,395 | -100.0% | -0.06% | – |
| IEI | Exit | iShares ETFs/USA3 7 yr treas bd | $0 | – | -2,090 | -100.0% | -0.07% | – |
| DLTR | Exit | Dollar Tree Inc | $0 | – | -1,682 | -100.0% | -0.07% | – |
| ILMN | Exit | Illumina Inc | $0 | – | -1,322 | -100.0% | -0.07% | – |
| VGLT | Exit | VANGUARD ETF/USAlong term treas | $0 | – | -3,870 | -100.0% | -0.07% | – |
| LH | Exit | Laboratory Corp of America Hol | $0 | – | -1,264 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-16
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.