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
- period ended2026-09-3013F 51,429 sharesChange 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 - period ended2026-06-3013F 52,468 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 54,909 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 56,447 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 59,452 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 52,828 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 57,698 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 77,837 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).