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Disclosery

Legacy Capital Group California, Inc.: IP position timeline

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

Legacy Capital Group California, Inc. held 12,540 IP 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 12,540 shares
    Change vs previous 13F -138 shares

    0.14% of the 13F portfolio, value $477,774.

    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 12,678 shares
    Change vs previous 13F -1,380 shares

    0.17% of the 13F portfolio, value $452,605.

    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 14,058 shares
    Change vs previous 13F +4,478 shares

    0.13% of the 13F portfolio, value $553,745.

    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 9,580 shares
    Change vs previous 13F -1,698 shares

    0.11% of the 13F portfolio, value $444,512.

    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 11,278 shares
    Change vs previous 13F -411 shares

    0.15% of the 13F portfolio, value $528,149.

    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 11,689 shares
    Change vs previous 13F +1,609 shares

    0.22% of the 13F portfolio, value $623,608.

    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 10,080 shares
    Change vs previous 13F -101 shares

    0.17% of the 13F portfolio, value $542,506.

    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 10,181 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $497,342.

    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).