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Disclosery

Legacy Private Trust Co.: XLV position timeline

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

Legacy Private Trust Co. held 5,680 XLV 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 5,680 shares
    Change vs previous 13F -15 shares

    0.05% of the 13F portfolio, value $956,625.

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

  2. period ended2026-06-30
    13F 5,695 shares
    Change vs previous 13F -545 shares

    0.05% of the 13F portfolio, value $903,568.

    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 6,240 shares
    Change vs previous 13F +540 shares

    0.06% of the 13F portfolio, value $914,846.

    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 5,700 shares
    Change vs previous 13F -148 shares

    0.05% of the 13F portfolio, value $882,360.

    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 5,848 shares
    Change vs previous 13F -1,259 shares

    0.05% of the 13F portfolio, value $813,866.

    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 7,107 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $957,952.

    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).