Legacy Capital Group California, Inc.: MTUM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Capital Group California, Inc. on MTUM, newest first. How the timeline and the estimate are built.
Legacy Capital Group California, Inc. held 0 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -1,287 shares
13F-HR 0001765380-26-000239 filed by Legacy Capital Group California, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 1,287 sharesChange vs previous 13F -39 shares
0.12% of the 13F portfolio, value $308,867.
13F-HR 0001765380-26-000145 filed by Legacy Capital Group California, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,326 sharesChange vs previous 13F +104 shares
0.08% of the 13F portfolio, value $331,911.
13F-HR 0001765380-26-000054 filed by Legacy Capital Group California, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,222 sharesChange vs previous 13F +252 shares
0.08% of the 13F portfolio, value $313,382.
13F-HR 0001765380-25-000482 filed by Legacy Capital Group California, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 970 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $233,094.
13F-HR 0001765380-25-000250 filed by Legacy Capital Group California, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).