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Disclosery

Legacy Private Trust Co.: BSMR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Private Trust Co. on BSMR, newest first. How the timeline and the estimate are built.

Legacy Private Trust Co. held 97,538 BSMR shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 97,538 shares
    Change vs previous 13F -2,246 shares

    0.13% of the 13F portfolio, value $2,269,006.

    13F-HR 0001352547-26-000005 filed by Legacy Private Trust Co.
    Accepted , ingested

  2. period ended2026-06-30
    13F 99,784 shares
    Change vs previous 13F +42,264 shares

    0.13% of the 13F portfolio, value $2,358,893.

    13F-HR 0001352547-26-000004 filed by Legacy Private Trust Co.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 57,520 shares
    Change vs previous 13F +24,512 shares

    0.08% of the 13F portfolio, value $1,360,578.

    13F-HR 0001352547-26-000003 filed by Legacy Private Trust Co.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 33,008 shares
    Change vs previous 13F +12,643 shares

    0.05% of the 13F portfolio, value $781,140.

    13F-HR 0001352547-26-000002 filed by Legacy Private Trust Co.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 20,365 shares
    Change vs previous 13F +9,190 shares

    0.03% of the 13F portfolio, value $481,835.

    13F-HR 0001352547-25-000010 filed by Legacy Private Trust Co.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 11,175 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $262,277.

    13F-HR 0001352547-25-000005 filed by Legacy Private Trust Co.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).