Legacy Private Trust Co.: CSM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Private Trust Co. on CSM, newest first. How the timeline and the estimate are built.
Legacy Private Trust Co. held 50,801 CSM shares at 2026-09-30 per its 13F-HR filed 2026-10-06.
the latest 13F is the newest step
- period ended2026-09-3013F 50,801 sharesChange vs previous 13F -725 shares
0.24% of the 13F portfolio, value $4,408,546.
13F-HR 0001352547-26-000005 filed by Legacy Private Trust Co.
Accepted , ingested - period ended2026-06-3013F 51,526 sharesChange vs previous 13F -2,344 shares
0.25% of the 13F portfolio, value $4,390,803.
13F-HR 0001352547-26-000004 filed by Legacy Private Trust Co.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 53,870 sharesChange vs previous 13F -1,880 shares
0.25% of the 13F portfolio, value $4,030,553.
13F-HR 0001352547-26-000003 filed by Legacy Private Trust Co.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 55,750 sharesChange vs previous 13F -24 shares
0.26% of the 13F portfolio, value $4,442,160.
13F-HR 0001352547-26-000002 filed by Legacy Private Trust Co.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 55,774 sharesChange vs previous 13F -3,321 shares
0.26% of the 13F portfolio, value $4,270,604.
13F-HR 0001352547-25-000010 filed by Legacy Private Trust Co.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 59,095 sharesChange vs previous 13F -19,009 shares
0.27% of the 13F portfolio, value $4,164,365.
13F-HR 0001352547-25-000005 filed by Legacy Private Trust Co.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 78,104 sharesChange vs previous 13F -19,354 shares
0.34% of the 13F portfolio, value $4,976,786.
13F-HR 0001352547-25-000004 filed by Legacy Private Trust Co.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 97,458 sharesChange vs previous 13F not available
0.42% of the 13F portfolio, value $6,445,540.
13F-HR 0001352547-25-000002 filed by Legacy Private Trust Co.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).