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Legacy Private Trust Co.: CRM position timeline

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

Legacy Private Trust Co. held 4,302 CRM 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 4,302 shares
    Change vs previous 13F -3,648 shares

    0.05% of the 13F portfolio, value $987,610.

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

  2. period ended2026-06-30
    13F 7,950 shares
    Change vs previous 13F -7,072 shares

    0.07% of the 13F portfolio, value $1,245,447.

    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 15,022 shares
    Change vs previous 13F +9,159 shares

    0.17% of the 13F portfolio, value $2,804,156.

    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 5,863 shares
    Change vs previous 13F +1,122 shares

    0.09% of the 13F portfolio, value $1,553,166.

    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 4,741 shares
    Change vs previous 13F +2,189 shares

    0.07% of the 13F portfolio, value $1,123,617.

    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 2,552 shares
    Change vs previous 13F -1,178 shares

    0.04% of the 13F portfolio, value $695,904.

    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).

  7. period ended2025-03-31
    13F 3,730 shares
    Change vs previous 13F -1,183 shares

    0.07% of the 13F portfolio, value $1,000,982.

    13F-HR 0001352547-25-000004 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).

  8. period ended2024-12-31
    13F 4,913 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,642,562.

    13F-HR 0001352547-25-000002 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).