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Disclosery

Legacy Private Trust Co.: ZROZ position timeline

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

Legacy Private Trust Co. held 0 ZROZ shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -17,078 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 17,078 shares
    Change vs previous 13F -8,525 shares

    0.07% of the 13F portfolio, value $1,093,162.

    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).

  3. period ended2025-12-31
    13F 25,603 shares
    Change vs previous 13F -6,175 shares

    0.1% of the 13F portfolio, value $1,644,992.

    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).

  4. period ended2025-09-30
    13F 31,778 shares
    Change vs previous 13F -4,375 shares

    0.13% of the 13F portfolio, value $2,159,632.

    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).

  5. period ended2025-06-30
    13F 36,153 shares
    Change vs previous 13F -22,770 shares

    0.16% of the 13F portfolio, value $2,424,781.

    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).

  6. period ended2025-03-31
    13F 58,923 shares
    Change vs previous 13F -666 shares

    0.29% of the 13F portfolio, value $4,220,654.

    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).

  7. period ended2024-12-31
    13F 59,589 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,088,997.

    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).