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Disclosery

Legacy Capital Group California, Inc.: AAA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Capital Group California, Inc. on AAA, newest first. How the timeline and the estimate are built.

Legacy Capital Group California, Inc. held 16,828 AAA shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,828 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $419,017.

    13F-HR 0001765380-26-000239 filed by Legacy Capital Group California, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,828 shares
    Change vs previous 13F -3,842 shares

    0.16% of the 13F portfolio, value $419,522.

    13F-HR 0001765380-26-000145 filed by Legacy Capital Group California, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 20,670 shares
    Change vs previous 13F -1,544 shares

    0.13% of the 13F portfolio, value $516,750.

    13F-HR 0001765380-26-000054 filed by Legacy Capital Group California, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 22,214 shares
    Change vs previous 13F -1,024 shares

    0.14% of the 13F portfolio, value $555,350.

    13F-HR 0001765380-25-000482 filed by Legacy Capital Group California, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 23,238 shares
    Change vs previous 13F -229 shares

    0.16% of the 13F portfolio, value $580,120.

    13F-HR 0001765380-25-000250 filed by Legacy Capital Group California, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 23,467 shares
    Change vs previous 13F +330 shares

    0.2% of the 13F portfolio, value $583,624.

    13F-HR 0001765380-25-000208 filed by Legacy Capital Group California, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 23,137 shares
    Change vs previous 13F -153 shares

    0.18% of the 13F portfolio, value $580,160.

    13F-HR 0001765380-25-000028 filed by Legacy Capital Group California, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 23,290 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $582,949.

    13F-HR 0001765380-24-000397 filed by Legacy Capital Group California, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).