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Legacy Private Trust Co.: CGMU position timeline

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

Legacy Private Trust Co. held 184,373 CGMU 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 184,373 shares
    Change vs previous 13F -49,718 shares

    0.26% of the 13F portfolio, value $4,782,635.

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

  2. period ended2026-06-30
    13F 234,091 shares
    Change vs previous 13F +84,878 shares

    0.36% of the 13F portfolio, value $6,430,479.

    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 149,213 shares
    Change vs previous 13F +58,473 shares

    0.25% of the 13F portfolio, value $4,051,132.

    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 90,740 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,484,461.

    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).