Legacy Trust

Business address
99 Monroe Ave, Nw, Suite 600, Grand Rapids, MI, 49503
Top securities (13F)
AAPL, IVV, MSFT, NVDA, URI, PANW, GOOGL, JPM, GS, TSM, V, AMZN, META, AXP, RTX, SPY, IJR, GWW, LNG, and SYK
State of incorporation
MI
Fiscal year end
31 December
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Legacy Trust has filed 12 SEC EDGAR filings since 03 Apr 2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 24 Oct 2025 30 Sep 2025 028-23169
13F-HR Open Document Open Filing 22 Jul 2025 30 Jun 2025 028-23169
13F-HR Open Document Open Filing 16 Apr 2025 31 Mar 2025 028-23169
13F-HR Open Document Open Filing 23 Jan 2025 31 Dec 2024 028-23169
13F-HR Open Document Open Filing 29 Oct 2024 30 Sep 2024 028-23169
13F-HR Open Document Open Filing 16 Jul 2024 30 Jun 2024 028-23169
13F-HR Open Document Open Filing 23 Apr 2024 31 Mar 2024 028-23169
13F-HR Open Document Open Filing 24 Jan 2024 31 Dec 2023 028-23169
13F-HR Open Document Open Filing 16 Oct 2023 30 Sep 2023 028-23169
13F-HR Open Document Open Filing 08 Aug 2023 30 Jun 2023 028-23169
13F-HR Open Document Open Filing 19 Apr 2023 31 Mar 2023 028-23169
13F-HR Open Document Open Filing 03 Apr 2023 31 Dec 2022 028-23169