Legacy Private Trust Co.

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Neenah, WI
CIK
0001352547
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 250 1,454,818 IVV, VTI, SPTM, VEA 13F-HR 4/4/2025 000135254725000004
Q4 2024 241 1,528,533 IVV, VTI, SPTM, VXF 13F-HR 1/8/2025 000135254725000002
Q3 2024 234 1,487,675 IVV, VTI, VEA, VXF 13F-HR 10/7/2024 000135254724000005
Q2 2024 232 1,407,547 IVV, VTI, VEA, VXF 13F-HR 7/12/2024 000135254724000004
Q1 2024 231 1,367,828 IVV, VTI, VEA, VXF 13F-HR 4/10/2024 000135254724000003
Q4 2023 225 1,257,743 IVV, VTI, VEA, BND 13F-HR 1/10/2024 000135254724000002
Q3 2023 234 1,161,593 IVV, VTI, VEA, BND 13F-HR 10/11/2023 000135254723000007
Q2 2023 227 1,209,407 IVV, VTI, VEA, ITOT 13F-HR 7/7/2023 000135254723000006
Q1 2023 228 1,172,801 IVV, VTI, VEA, BND 13F-HR 4/12/2023 000135254723000004
Q4 2022 226 1,106,245 IVV, VTI, ITOT, ACWX RESTATEMENT 1/19/2023 000135254723000003
Q3 2022 223 1,053,699 IVV, ITOT, VTI, ACWX 13F-HR 10/6/2022 000135254722000006
Q2 2022 224 1,117,061 IVV, ITOT, VTI, AGG 13F-HR 7/7/2022 000135254722000005
Q1 2022 239 1,288,183 IVV, ITOT, VTI, ACWX 13F-HR 4/11/2022 000135254722000004
Q4 2021 234 1,332,633 IVV, ITOT, VTI, ACWX 13F-HR 1/12/2022 000135254722000001
Q3 2021 227 1,235,810 IVV, ITOT, AGG, ACWX 13F-HR 10/12/2021 000135254721000005
Q2 2021 226 1,186,304 IVV, AGG, VTI, ACWX 13F-HR 7/9/2021 000135254721000003
Q1 2021 219 1,109,004 IVV, VTI, BND, AGG 13F-HR 4/9/2021 000135254721000002
Q4 2020 219 1,058,387 IVV, BND, VTI, AGG 13F-HR 1/12/2021 000135254721000001
Q3 2020 214 968,157 IVV, BND, AGG, VTI 13F-HR 10/14/2020 000135254720000004
Q2 2020 205 907,670 IVV, BND, AGG, VTI 13F-HR 7/9/2020 000135254720000003
Q1 2020 203 770,455 IVV, AGG, ITOT, BND 13F-HR 4/23/2020 000135254720000002
Q4 2019 233 955,836 ITOT, IVV, AGG, SPHQ 13F-HR 1/14/2020 000135254720000001
Q3 2019 228 894,152 BND, IVV, ITOT, AGG 13F-HR 10/10/2019 000135254719000004
Q2 2019 234 878,595 BND, AGG, IVV, SPHQ 13F-HR 7/18/2019 000135254719000003
Q1 2019 221 843,001 BND, VEA, ISTB, SPHQ 13F-HR 4/11/2019 000135254719000002
Q4 2018 222 774,201 ISTB, VOO, VEA, VWO 13F-HR 1/16/2019 000135254719000001
Q3 2018 229 884,781 VEA, KMB, VWO, PRFZ 13F-HR 10/10/2018 000135254718000004
Q2 2018 223 838,924 VEA, VWO, KMB, SPTI 13F-HR 7/13/2018 000135254718000003
Q1 2018 231 855,997 VWO, VEA, CLAYMORE EXCHANGE TRD FD TR, KMB 13F-HR 4/13/2018 000135254718000002
Q4 2017 234 856,867 VEA, KMB, PRFZ, VWO 13F-HR 1/16/2018 000135254718000001
Q3 2017 234 821,552 VEA, KMB, PRFZ, SPLV 13F-HR 10/13/2017 000135254717000004
Q2 2017 230 790,473 KMB, PRFZ, SPLV, GVI 13F-HR 7/14/2017 000135254717000003
Q1 2017 240 778,465 KMB, PRFZ, GVI, PRF 13F-HR 4/11/2017 000135254717000002
Q4 2016 237 736,632 PRFZ, KMB, PRF, GVI 13F-HR 1/12/2017 000135254717000001
Q3 2016 234 735,684 KMB, PRF, GVI, PRFZ 13F-HR 10/12/2016 000135254716000013
Q2 2016 227 687,771 KMB, GVI, PRF, PRFZ 13F-HR 7/14/2016 000135254716000012
Q1 2016 238 663,018 KMB, GVI, PRF, PRFZ 13F-HR 4/21/2016 000135254716000011
Q4 2015 237 657,887 KMB, GVI, PRF, PRFZ 13F-HR 1/12/2016 000135254716000005
Q3 2015 237 632,957 GVI, KMB, PRFZ, PRF 13F-HR 10/9/2015 000135254715000004
Q2 2015 245 663,560 GVI, KMB, PRF, USMV 13F-HR 7/15/2015 000135254715000003
Q1 2015 245 681,570 KMB, GVI, RYDEX ETF TRUST, PRF 13F-HR 4/13/2015 000135254715000002
Q4 2014 253 681,734 KMB, GVI, PRF, RYDEX ETF TRUST 13F-HR 1/16/2015 000135254715000001
Q3 2014 255 655,136 KMB, GVI, PRF, RWO 13F-HR 10/14/2014 000135254714000011
Q2 2014 254 647,144 KMB, RWO, PRF, GVI NEW HOLDINGS 7/18/2014 000135254714000007
Q2 2014 249 630,987 KMB, RWO, PRF, GVI 13F-HR 7/15/2014 000135254714000006
Q1 2014 229 573,275 KMB, DJP, PRF, VQT 13F-HR 4/10/2014 000135254714000002
Q4 2013 198 547,164 KMB, VEA, FLOT, GVI 13F-HR 1/13/2014 000135254714000001
Additional filings from Legacy Private Trust Co. that have since been restated