Legacy Private Trust Co.

13F Filings History

Latest 13F report
Q1 2025 - Apr 4, 2025
Value $
$1.45B
Signature - Title
Michael B Mahlik - President
Location
Neenah, WI
Summary
This page shows a list of all the recent 13F filings made by Legacy Private Trust Co.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Legacy Private Trust Co. reported 246 stock holdings with total value $1.45B as of Q1 2025. Top holdings included IVV, VTI, SPTM, VEA, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 246 $1.45B +$89M -$115M -$26.4M IVV, VTI, SPTM, VEA, AAPL 13F-HR 4/4/2025, 10:53 AM
Q4 2024 239 $1.53B +$133M -$59.6M +$73.1M IVV, VTI, SPTM, VXF, VEA 13F-HR 1/8/2025, 03:37 PM
Q3 2024 233 $1.49B +$77M -$58M +$19M IVV, VTI, VEA, VXF, SPTM 13F-HR 10/7/2024, 11:43 AM
Q2 2024 229 $1.41B +$95.5M -$51.3M +$44.2M IVV, VTI, VEA, VXF, SPTM 13F-HR 7/12/2024, 12:56 PM
Q1 2024 228 $1.37B +$106M -$82.4M +$23.6M IVV, VTI, VEA, VXF, BND 13F-HR 4/10/2024, 11:36 AM
Q4 2023 221 $1.26B +$118M -$132M -$14.1M IVV, VTI, VEA, BND, AAPL 13F-HR 1/10/2024, 11:15 AM
Q3 2023 232 $1.16B +$93.6M -$88.8M +$4.78M IVV, VTI, VEA, BND, AGG 13F-HR 10/11/2023, 11:28 AM
Q2 2023 225 $1.21B +$97.5M -$112M -$14.3M IVV, VTI, VEA, ITOT, AGG 13F-HR 7/7/2023, 12:23 PM
Q1 2023 225 $1.17B +$114M -$92.1M +$22.1M IVV, VTI, VEA, BND, ITOT 13F-HR 4/12/2023, 10:42 AM
Q4 2022 223 $1.11B +$105M -$95.2M +$9.56M IVV, VTI, ITOT, ACWX, AGG Restatement 1/19/2023, 02:49 PM
Q3 2022 220 $1.05B +$82.1M -$63.7M +$18.4M IVV, ITOT, VTI, ACWX, AGG 13F-HR 10/6/2022, 10:52 AM
Q2 2022 220 $1.12B +$137M -$94.2M +$43.2M IVV, ITOT, VTI, AGG, ACWX 13F-HR 7/7/2022, 04:50 PM
Q1 2022 234 $1.28B +$155M -$89M +$66.5M IVV, ITOT, VTI, ACWX, AGG 13F-HR 4/11/2022, 10:58 AM
Q4 2021 231 $1.33B +$120M -$73.4M +$46.4M IVV, ITOT, VTI, ACWX, AGG 13F-HR 1/12/2022, 09:31 AM
Q3 2021 225 $1.24B +$104M -$34.8M +$68.8M IVV, ITOT, AGG, ACWX, VTI 13F-HR 10/12/2021, 09:39 AM
Q2 2021 224 $1.19B +$75.7M -$58.5M +$17.2M IVV, AGG, VTI, ACWX, ITOT 13F-HR 7/9/2021, 10:46 AM
Q1 2021 215 $1.11B +$63.7M -$51.5M +$12.2M IVV, VTI, BND, AGG, ACWX 13F-HR 4/9/2021, 09:36 AM
Q4 2020 218 $1.06B +$50.7M -$49.7M +$950K IVV, BND, VTI, AGG, ACWX 13F-HR 1/12/2021, 12:03 PM
Q3 2020 212 $968M +$82.1M -$54.1M +$28M IVV, BND, AGG, VTI, ITOT 13F-HR 10/14/2020, 10:58 AM
Q2 2020 203 $908M +$149M -$113M +$36.1M IVV, BND, AGG, VTI, ACWX 13F-HR 7/9/2020, 11:29 AM
Q1 2020 203 $770M +$71.7M -$73.4M -$1.76M IVV, AGG, ITOT, BND, VTI 13F-HR 4/23/2020, 04:47 PM
Q4 2019 230 $956M +$80.2M -$65.7M +$14.6M ITOT, IVV, AGG, SPHQ, BND 13F-HR 1/14/2020, 03:48 PM
Q3 2019 228 $894M +$78.1M -$62.8M +$15.2M BND, IVV, ITOT, AGG, SPHQ 13F-HR 10/10/2019, 02:52 PM
Q2 2019 231 $879M +$107M -$90.3M +$17M BND, AGG, IVV, SPHQ, ITOT 13F-HR 7/18/2019, 11:25 AM
Q1 2019 219 $843M +$170M -$172M -$2.69M BND, VEA, ISTB, SPHQ, CSM 13F-HR 4/11/2019, 12:12 PM
Q4 2018 220 $774M +$156M -$155M +$915K ISTB, VOO, VEA, VWO, PRFZ 13F-HR 1/16/2019, 02:44 PM
Q3 2018 227 $885M +$84.4M -$66M +$18.4M VEA, KMB, VWO, PRFZ, CSM 13F-HR 10/10/2018, 10:21 AM
Q2 2018 222 $839M +$254M -$63.8M +$190M VEA, VWO, KMB, SPTI, PRFZ 13F-HR 7/13/2018, 11:16 AM
Q1 2018 229 $856M +$129M -$107M +$22M VWO, VEA, KMB, PRFZXXXX, GSYXXXX 13F-HR 4/13/2018, 10:50 AM
Q4 2017 230 $857M +$86.9M -$73.5M +$13.4M VEA, KMB, PRFZXXXX, VWO, SPLVXXXX 13F-HR 1/16/2018, 10:17 AM
Q3 2017 233 $822M +$84.7M -$69.7M +$14.9M VEA, KMB, PRFZXXXX, SPLVXXXX, GVI 13F-HR 10/13/2017, 02:43 PM
Q2 2017 230 $790M +$152M -$137M +$14.4M KMB, PRFZXXXX, SPLVXXXX, GVI, VEA 13F-HR 7/14/2017, 03:34 PM
Q1 2017 239 $775M +$111M -$89.4M +$22M KMB, PRFZXXXX, GVI, PRFXXXX, RSPXXXX 13F-HR 4/11/2017, 03:58 PM
Q4 2016 237 $737M +$147M -$141M +$6.33M PRFZXXXX, KMB, PRFXXXX, GVI, BND 13F-HR 1/12/2017, 10:41 AM
Q3 2016 231 $736M +$133M -$85.5M +$47.6M KMB, PRFXXXX, GVI, PRFZXXXX, MUB 13F-HR 10/12/2016, 11:41 AM
Q2 2016 227 $688M +$121M -$81.3M +$39.3M KMB, GVI, PRFXXXX, PRFZXXXX, USMV 13F-HR 7/13/2016, 05:42 PM
Q1 2016 236 $663M +$77M -$60.4M +$16.7M KMB, GVI, PRFXXXX, PRFZXXXX, USMV 13F-HR 4/21/2016, 11:42 AM
Q4 2015 236 $658M +$79.9M -$58.4M +$21.5M KMB, GVI, PRFXXXX, PRFZXXXX, USMV 13F-HR 1/12/2016, 10:11 AM
Q3 2015 236 $633M +$81.7M -$60.4M +$21.3M GVI, KMB, PRFZXXXX, PRFXXXX, USMV 13F-HR 10/9/2015, 03:03 PM
Q2 2015 245 $664M +$85.7M -$77.5M +$8.16M GVI, KMB, PRFXXXX, USMV, IJH 13F-HR 7/15/2015, 04:34 PM
Q1 2015 244 $682M +$94.2M -$83.6M +$10.6M KMB, GVI, PRFXXXX, RWO, IJH 13F-HR 4/13/2015, 04:27 PM
Q4 2014 253 $682M +$89.4M -$63.7M +$25.7M KMB, GVI, PRFXXXX, USMV, RWO 13F-HR 1/16/2015, 09:40 AM
Q3 2014 254 $655M +$110M -$63.5M +$46.6M KMB, GVI, PRFXXXX, RWO, USMV 13F-HR 10/14/2014, 03:41 PM
Q2 2014 254 $647M KMB, RWO, PRFXXXX, GVI, DJP New Holdings 7/18/2014, 12:17 PM
Q2 2014 254 $647M +$180M -$94.4M +$85.9M KMB, RWO, PRFXXXX, GVI, DJP 13F-HR 7/15/2014, 03:18 PM
Q1 2014 208 $573M +$119M -$80.6M +$38.5M KMB, DJP, PRFXXXX, VQT, GVI 13F-HR 4/10/2014, 02:09 PM
Q4 2013 198 $547M KMB, VEA, FLOT, GVI, USMV 13F-HR 1/13/2014, 04:00 PM