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Legacy Capital Group California, Inc.: BAC position timeline

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

Legacy Capital Group California, Inc. held 17,863 BAC 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 17,863 shares
    Change vs previous 13F -10,304 shares

    0.31% of the 13F portfolio, value $1,017,846.

    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 28,167 shares
    Change vs previous 13F -9,680 shares

    0.52% of the 13F portfolio, value $1,373,156.

    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 37,847 shares
    Change vs previous 13F +15,206 shares

    0.5% of the 13F portfolio, value $2,081,585.

    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 22,641 shares
    Change vs previous 13F -16,961 shares

    0.3% of the 13F portfolio, value $1,168,049.

    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 39,602 shares
    Change vs previous 13F -453 shares

    0.52% of the 13F portfolio, value $1,873,967.

    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 40,055 shares
    Change vs previous 13F +16,886 shares

    0.58% of the 13F portfolio, value $1,671,495.

    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 23,169 shares
    Change vs previous 13F -12 shares

    0.31% of the 13F portfolio, value $1,018,278.

    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 23,181 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $919,822.

    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).