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
- period ended2026-09-3013F 10,561 sharesChange 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 - period ended2026-06-3013F 10,895 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,158 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,362 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,546 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 12,091 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,650 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,741 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).