Notify me when Legacy Trust files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 192 | $534,654,074 | +$24,418,063 | -$6,012,490 | +$18,405,573 | AAPL, IVV, MSFT, GOOGL, NVDA | 13F-HR | 22 Jan 2026, 14:18 |
| Q3 2025 | 188 | $507,219,310 | +$72,704,922 | -$3,277,106 | +$69,427,816 | AAPL, IVV, MSFT, NVDA, URI | 13F-HR | 24 Oct 2025, 10:24 |
| Q2 2025 | 144 | $407,697,891 | +$9,365,305 | -$56,949,485 | -$47,584,180 | IVV, MSFT, AAPL, PANW, URI | 13F-HR | 22 Jul 2025, 16:31 |
| Q1 2025 | 159 | $414,864,712 | +$8,243,257 | -$3,484,873 | +$4,758,384 | AAPL, MSFT, SPY, IVV, V | 13F-HR | 16 Apr 2025, 10:47 |
| Q4 2024 | 157 | $430,871,956 | +$13,207,441 | -$16,213,983 | -$3,006,542 | AAPL, MSFT, SPY, URI, IVV | 13F-HR | 23 Jan 2025, 12:21 |
| Q3 2024 | 159 | $435,366,896 | +$15,486,882 | -$7,917,906 | +$7,568,976 | AAPL, MSFT, SPY, URI, IVV | 13F-HR | 29 Oct 2024, 11:54 |
| Q2 2024 | 143 | $402,066,013 | +$13,219,781 | -$13,825,370 | -$605,589 | AAPL, MSFT, SPY, URI, PANW | 13F-HR | 16 Jul 2024, 16:33 |
| Q1 2024 | 149 | $400,989,321 | +$14,011,486 | -$20,104,310 | -$6,092,824 | MSFT, AAPL, SPY, URI, V | 13F-HR | 23 Apr 2024, 12:40 |
| Q4 2023 | 156 | $384,097,200 | +$10,153,255 | -$15,871,557 | -$5,718,302 | AAPL, MSFT, SPY, URI, IVV | 13F-HR | 24 Jan 2024, 12:51 |
| Q3 2023 | 156 | $343,935,120 | +$6,425,621 | -$6,028,363 | +$397,258 | AAPL, MSFT, SPY, URI, V | 13F-HR | 16 Oct 2023, 16:05 |
| Q2 2023 | 162 | $362,884,590 | +$6,535,521 | -$4,388,615 | +$2,146,906 | AAPL, MSFT, SPY, URI, V | 13F-HR | 08 Aug 2023, 10:19 |
| Q1 2023 | 158 | $335,806,775 | +$13,208,010 | -$27,478,867 | -$14,270,857 | AAPL, MSFT, SPY, V, URI | 13F-HR | 19 Apr 2023, 14:47 |
| Q4 2022 | 151 | $323,940,376 | $0 | $0 | $0 | SUI, AAPL, SPY, MSFT, IVV | 13F-HR | 03 Apr 2023, 15:38 |