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Legacy Capital Group California, Inc.: HWM position timeline

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

Legacy Capital Group California, Inc. held 6,574 HWM 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 6,574 shares
    Change vs previous 13F -232 shares

    0.53% of the 13F portfolio, value $1,767,515.

    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 6,806 shares
    Change vs previous 13F -1,142 shares

    0.6% of the 13F portfolio, value $1,568,523.

    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 7,948 shares
    Change vs previous 13F +27 shares

    0.39% of the 13F portfolio, value $1,629,499.

    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 7,921 shares
    Change vs previous 13F +128 shares

    0.4% of the 13F portfolio, value $1,554,338.

    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 7,793 shares
    Change vs previous 13F -299 shares

    0.4% of the 13F portfolio, value $1,450,511.

    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 8,092 shares
    Change vs previous 13F -389 shares

    0.37% of the 13F portfolio, value $1,049,775.

    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 8,481 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $927,567.

    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).