Managers / Q2 2024 · view latest →
Legacy Trust
CIK 0001772483 · 99 MONROE AVE, NW, SUITE 600, GRAND RAPIDS, MI, 49503 · 616-454-2852
Reported Value
$402M
Q2 2024
Positions
143
Filings on Record
14
2019–present window
Filed
Jul 16, 2024
original filing
Summary
Legacy Trust reported $402M in U.S.-listed holdings across 143 positions for Q2 2024.
Its largest position, AAPL, represents 4.8% of the portfolio.
Compared with Q1 2024, the fund opened 1 new position and exited 7.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $522M | 203 | Apr 14, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $535M | 192 | Jan 22, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $507M | 188 | Oct 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $408M | 144 | Jul 22, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $415M | 159 | Apr 16, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $431M | 157 | Jan 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $435M | 159 | Oct 29, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $402M | 143 | Jul 16, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $401M | 173 | Apr 23, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $384M | 156 | Jan 24, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $344M | 156 | Oct 16, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $363M | 162 | Aug 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $336M | 158 | Apr 19, 2023 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.