Legacy Trust
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationgrand rapids, MI
- CIK0001772483
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
157 | $430.87M | AAPL, MSFT, SPY, URI | 13F-HR | Jan 23, 2025 | 000177248325000001 | ||
159 | $435.37M | AAPL, MSFT, SPY, URI | 13F-HR | Oct 29, 2024 | 000177248324000004 | ||
143 | $402.07M | AAPL, MSFT, SPY, URI | 13F-HR | Jul 16, 2024 | 000177248324000003 | ||
149 | $400.99M | MSFT, AAPL, SPY, URI | 13F-HR | Apr 23, 2024 | 000177248324000002 | ||
156 | $384.10M | AAPL, MSFT, SPY, URI | 13F-HR | Jan 24, 2024 | 000177248324000001 | ||
156 | $343.94M | AAPL, MSFT, SPY, URI | 13F-HR | Oct 16, 2023 | 000177248323000004 | ||
162 | $362.88M | AAPL, MSFT, SPY, URI | 13F-HR | Aug 8, 2023 | 000177248323000003 | ||
158 | $335.81M | AAPL, MSFT, SPY, V | 13F-HR | Apr 19, 2023 | 000177248323000002 | ||
151 | $323.94M | SUI, AAPL, SPY, MSFT | 13F-HR | Apr 3, 2023 | 000177248323000001 |