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Legacy Capital Group California, Inc.: ROE position timeline

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

Legacy Capital Group California, Inc. held 64,325 ROE 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 64,325 shares
    Change vs previous 13F -9,552 shares

    0.83% of the 13F portfolio, value $2,742,172.

    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 73,877 shares
    Change vs previous 13F -9,457 shares

    1% of the 13F portfolio, value $2,617,459.

    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 83,334 shares
    Change vs previous 13F -3,309 shares

    0.71% of the 13F portfolio, value $2,939,195.

    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 86,643 shares
    Change vs previous 13F -1,033 shares

    0.76% of the 13F portfolio, value $2,995,565.

    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 87,676 shares
    Change vs previous 13F -3,724 shares

    0.78% of the 13F portfolio, value $2,824,045.

    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 91,400 shares
    Change vs previous 13F +27,920 shares

    0.93% of the 13F portfolio, value $2,675,277.

    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 63,480 shares
    Change vs previous 13F -2,805 shares

    0.59% of the 13F portfolio, value $1,929,793.

    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 66,285 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $2,041,862.

    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).