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Legacy Private Trust Co.: IJR position timeline

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

Legacy Private Trust Co. held 51,429 IJR 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 51,429 shares
    Change vs previous 13F -1,039 shares

    0.39% of the 13F portfolio, value $6,996,400.

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

  2. period ended2026-06-30
    13F 52,468 shares
    Change vs previous 13F -2,441 shares

    0.43% of the 13F portfolio, value $7,781,528.

    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 54,909 shares
    Change vs previous 13F -1,538 shares

    0.42% of the 13F portfolio, value $6,825,736.

    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 56,447 shares
    Change vs previous 13F -3,005 shares

    0.4% of the 13F portfolio, value $6,783,800.

    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 59,452 shares
    Change vs previous 13F +6,624 shares

    0.42% of the 13F portfolio, value $7,064,680.

    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 52,828 shares
    Change vs previous 13F -4,870 shares

    0.37% of the 13F portfolio, value $5,773,572.

    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 57,698 shares
    Change vs previous 13F -20,139 shares

    0.41% of the 13F portfolio, value $6,033,479.

    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 77,837 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $8,968,378.

    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).