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Legacy Private Trust Co.: IYW position timeline

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

Legacy Private Trust Co. held 10,561 IYW 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 10,561 shares
    Change vs previous 13F -334 shares

    0.15% of the 13F portfolio, value $2,797,608.

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

  2. period ended2026-06-30
    13F 10,895 shares
    Change vs previous 13F -263 shares

    0.15% of the 13F portfolio, value $2,748,045.

    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 11,158 shares
    Change vs previous 13F -204 shares

    0.13% of the 13F portfolio, value $2,024,284.

    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 11,362 shares
    Change vs previous 13F -184 shares

    0.13% of the 13F portfolio, value $2,268,764.

    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 11,546 shares
    Change vs previous 13F -545 shares

    0.14% of the 13F portfolio, value $2,261,399.

    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 12,091 shares
    Change vs previous 13F +441 shares

    0.14% of the 13F portfolio, value $2,095,007.

    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 11,650 shares
    Change vs previous 13F -91 shares

    0.11% of the 13F portfolio, value $1,636,126.

    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 11,741 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,872,924.

    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).