Legacy Private Trust Co.
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationneenah, WI
- CIK0001352547
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
241 | $1.53B | IVV, VTI, SPDR SER TR, VXF | 13F-HR | Jan 8, 2025 | 000135254725000002 | ||
234 | $1.49B | IVV, VTI, VEA, VXF | 13F-HR | Oct 7, 2024 | 000135254724000005 | ||
232 | $1.41B | IVV, VTI, VEA, VXF | 13F-HR | Jul 12, 2024 | 000135254724000004 | ||
231 | $1.37B | IVV, VTI, VEA, VXF | 13F-HR | Apr 10, 2024 | 000135254724000003 | ||
225 | $1.26B | IVV, VTI, VEA, BND | 13F-HR | Jan 10, 2024 | 000135254724000002 | ||
234 | $1.16B | IVV, VTI, VEA, BND | 13F-HR | Oct 11, 2023 | 000135254723000007 | ||
227 | $1.21B | IVV, VTI, VEA, ITOT | 13F-HR | Jul 7, 2023 | 000135254723000006 | ||
228 | $1.17B | IVV, VTI, VEA, BND | 13F-HR | Apr 12, 2023 | 000135254723000004 | ||
226 | $1.11B | IVV, VTI, ITOT, ACWX | RESTATEMENT | Jan 19, 2023 | 000135254723000003 | ||
223 | $1.05B | IVV, ITOT, VTI, ACWX | 13F-HR | Oct 6, 2022 | 000135254722000006 | ||
224 | $1.12B | IVV, ITOT, VTI, AGG | 13F-HR | Jul 7, 2022 | 000135254722000005 | ||
239 | $1.29B | IVV, ITOT, VTI, ACWX | 13F-HR | Apr 11, 2022 | 000135254722000004 | ||
234 | $1.33B | IVV, ITOT, VTI, ACWX | 13F-HR | Jan 12, 2022 | 000135254722000001 | ||
227 | $1.24B | IVV, ITOT, AGG, ACWX | 13F-HR | Oct 12, 2021 | 000135254721000005 | ||
226 | $1.19B | IVV, AGG, VTI, ACWX | 13F-HR | Jul 9, 2021 | 000135254721000003 | ||
219 | $1.11B | IVV, BND, VTI, AGG | 13F-HR | Apr 9, 2021 | 000135254721000002 | ||
219 | $1.06B | IVV, BND, VTI, AGG | 13F-HR | Jan 12, 2021 | 000135254721000001 | ||
214 | $968.16M | IVV, BND, AGG, VTI | 13F-HR | Oct 14, 2020 | 000135254720000004 | ||
205 | $907.67M | IVV, BND, AGG, VTI | 13F-HR | Jul 9, 2020 | 000135254720000003 | ||
203 | $770.46M | IVV, AGG, ITOT, BND | 13F-HR | Apr 23, 2020 | 000135254720000002 | ||
233 | $955.84M | ITOT, IVV, AGG, SPHQ | 13F-HR | Jan 14, 2020 | 000135254720000001 | ||
228 | $894.15M | BND, IVV, ITOT, AGG | 13F-HR | Oct 10, 2019 | 000135254719000004 | ||
234 | $878.60M | BND, AGG, IVV, SPHQ | 13F-HR | Jul 18, 2019 | 000135254719000003 | ||
221 | $843.00M | BND, VEA, ISTB, SPHQ | 13F-HR | Apr 11, 2019 | 000135254719000002 | ||
222 | $774.20M | ISTB, VOO, VEA, VWO | 13F-HR | Jan 16, 2019 | 000135254719000001 | ||
229 | $884.78M | VEA, KMB, VWO, PRFZ | 13F-HR | Oct 10, 2018 | 000135254718000004 | ||
223 | $838.92M | VEA, VWO, KMB, SPDR SER TR | 13F-HR | Jul 13, 2018 | 000135254718000003 | ||
231 | $856.00M | VWO, VEA, KMB, POWERSHARES ETF TRUST | 13F-HR | Apr 13, 2018 | 000135254718000002 | ||
234 | $856.87M | VEA, KMB, POWERSHARES ETF TRUST, VWO | 13F-HR | Jan 16, 2018 | 000135254718000001 | ||
234 | $821.55M | VEA, KMB, POWERSHARES ETF TRUST, POWERSHARES ETF TR II | 13F-HR | Oct 13, 2017 | 000135254717000004 | ||
230 | $790.47M | KMB, POWERSHARES ETF TRUST, POWERSHARES ETF TR II, GVI | 13F-HR | Jul 14, 2017 | 000135254717000003 | ||
240 | $778.47M | KMB, POWERSHARES ETF TRUST, GVI, PRFUSD | 13F-HR | Apr 11, 2017 | 000135254717000002 | ||
237 | $736.63M | POWERSHARES ETF TRUST, KMB, PRFUSD, GVI | 13F-HR | Jan 12, 2017 | 000135254717000001 | ||
234 | $735.68M | KMB, PRFUSD, GVI, POWERSHARES ETF TRUST | 13F-HR | Oct 12, 2016 | 000135254716000013 | ||
227 | $687.77M | KMB, GVI, PRFUSD, POWERSHARES ETF TRUST | 13F-HR | Jul 14, 2016 | 000135254716000012 | ||
238 | $663.02M | KMB, GVI, PRFUSD, POWERSHARES ETF TRUST | 13F-HR | Apr 21, 2016 | 000135254716000011 | ||
237 | $657.89M | KMB, GVI, PRFUSD, POWERSHARES ETF TRUST | 13F-HR | Jan 12, 2016 | 000135254716000005 | ||
237 | $632.96M | GVI, KMB, POWERSHARES ETF TRUST, PRFUSD | 13F-HR | Oct 9, 2015 | 000135254715000004 | ||
245 | $663.56M | GVI, KMB, PRFUSD, USMV | 13F-HR | Jul 15, 2015 | 000135254715000003 | ||
245 | $681.57M | KMB, GVI, PRFUSD, RWO | 13F-HR | Apr 13, 2015 | 000135254715000002 | ||
253 | $681.73M | KMB, GVI, PRFUSD, USMV | 13F-HR | Jan 16, 2015 | 000135254715000001 | ||
255 | $655.14M | KMB, GVI, PRFUSD, RWO | 13F-HR | Oct 14, 2014 | 000135254714000011 | ||
254 | $647.14M | KMB, RWO, PRFUSD, GVI | NEW HOLDINGS | Jul 18, 2014 | 000135254714000007 | ||
249 | $630.99M | KMB, RWO, PRFUSD, GVI | 13F-HR | Jul 15, 2014 | 000135254714000006 | ||
229 | $573.27M | KMB, DJP, PRFUSD, VQT | 13F-HR | Apr 10, 2014 | 000135254714000002 | ||
198 | $547.16M | KMB, VEA, FLOT, GVI | 13F-HR | Jan 13, 2014 | 000135254714000001 |