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Legacy Capital Group California, Inc.: IEI position timeline

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

Legacy Capital Group California, Inc. held 2,859 IEI 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 2,859 shares
    Change vs previous 13F -58 shares

    0.1% of the 13F portfolio, value $335,733.

    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 2,917 shares
    Change vs previous 13F +789 shares

    0.13% of the 13F portfolio, value $345,928.

    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 2,128 shares
    Change vs previous 13F +344 shares

    0.06% of the 13F portfolio, value $253,976.

    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 1,784 shares
    Change vs previous 13F -857 shares

    0.05% of the 13F portfolio, value $213,206.

    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 2,641 shares
    Change vs previous 13F -367 shares

    0.09% of the 13F portfolio, value $314,517.

    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 3,008 shares
    Change vs previous 13F +704 shares

    0.12% of the 13F portfolio, value $355,350.

    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 2,304 shares
    Change vs previous 13F -681 shares

    0.08% of the 13F portfolio, value $266,227.

    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 2,985 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $357,021.

    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).