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Legacy Capital Group California, Inc.: BNY position timeline

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

Legacy Capital Group California, Inc. held 13,511 BNY 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 13,511 shares
    Change vs previous 13F +8,514 shares

    0.59% of the 13F portfolio, value $1,953,826.

    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 4,997 shares
    Change vs previous 13F -2,239 shares

    0.23% of the 13F portfolio, value $592,794.

    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 7,236 shares
    Change vs previous 13F +252 shares

    0.2% of the 13F portfolio, value $840,027.

    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 6,984 shares
    Change vs previous 13F +702 shares

    0.19% of the 13F portfolio, value $760,977.

    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 6,282 shares
    Change vs previous 13F -10,989 shares

    0.16% of the 13F portfolio, value $572,353.

    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 17,271 shares
    Change vs previous 13F +488 shares

    0.5% of the 13F portfolio, value $1,448,519.

    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 16,783 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,289,438.

    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).