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Manager record

Legacy Private Trust Co.

Neenah, WI · CIK 1352547 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.83BReported 13F valueQ3 2026 · as filed
372Holdings listed
+1.2%vs prior quartervalue change includes market moves
6Quarters on record
Oct 06Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $1.5B$1.5BQ2 2025329 holdingsQ3 2025: $1.7B$1.7BQ3 2025337 holdingsQ4 2025: $1.7B$1.7BQ4 2025344 holdingsQ1 2026: $1.6B$1.6BQ1 2026361 holdingsQ2 2026: $1.8B$1.8BQ2 2026382 holdingsQ3 2026: $1.8B$1.8BQ3 2026372 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 06 2026 13F-HR · period Q3 2026

$1.83B · 372 holdings listed · View original SEC filing ↗
Jul 21 2026 13F-HR · period Q2 2026

$1.81B · 382 holdings listed · View original SEC filing ↗
Apr 07 2026 13F-HR · period Q1 2026

$1.63B · 361 holdings listed · View original SEC filing ↗
Jan 08 2026 13F-HR · period Q4 2025

$1.70B · 344 holdings listed · View original SEC filing ↗
Oct 08 2025 13F-HR · period Q3 2025

$1.68B · 337 holdings listed · View original SEC filing ↗
Jul 08 2025 13F-HR · period Q2 2025

$1.55B · 329 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 06, 2026 · Change methodology