Skip to content
Disclosery

Legacy Private Trust Co.: MUNI position timeline

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

Legacy Private Trust Co. held 87,030 MUNI 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 87,030 shares
    Change vs previous 13F -48,987 shares

    0.24% of the 13F portfolio, value $4,324,520.

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

  2. period ended2026-06-30
    13F 136,017 shares
    Change vs previous 13F +52,611 shares

    0.4% of the 13F portfolio, value $7,154,494.

    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 83,406 shares
    Change vs previous 13F +36,681 shares

    0.27% of the 13F portfolio, value $4,352,958.

    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 46,725 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,448,856.

    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).