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Disclosery

Legacy Private Trust Co.: JEPQ position timeline

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

Legacy Private Trust Co. held 18,910 JEPQ 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 18,910 shares
    Change vs previous 13F +1,000 shares

    0.06% of the 13F portfolio, value $1,158,426.

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

  2. period ended2026-06-30
    13F 17,910 shares
    Change vs previous 13F +340 shares

    0.06% of the 13F portfolio, value $1,100,748.

    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 17,570 shares
    Change vs previous 13F +9,615 shares

    0.06% of the 13F portfolio, value $975,485.

    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 7,955 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $462,344.

    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 7,955 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $457,571.

    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 7,955 shares
    Change vs previous 13F +1,890 shares

    0.03% of the 13F portfolio, value $432,752.

    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 6,065 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $314,045.

    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).