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Legacy Capital Group California, Inc.: SPTM position timeline

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

Legacy Capital Group California, Inc. held 56,993 SPTM 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 56,993 shares
    Change vs previous 13F -4,462 shares

    1.56% of the 13F portfolio, value $5,174,371.

    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 61,455 shares
    Change vs previous 13F -7,502 shares

    1.85% of the 13F portfolio, value $4,858,667.

    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 68,957 shares
    Change vs previous 13F -2,824 shares

    1.38% of the 13F portfolio, value $5,688,949.

    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 71,781 shares
    Change vs previous 13F -935 shares

    1.47% of the 13F portfolio, value $5,789,177.

    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 72,716 shares
    Change vs previous 13F -4,428 shares

    1.51% of the 13F portfolio, value $5,445,704.

    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 77,144 shares
    Change vs previous 13F +1,124 shares

    1.83% of the 13F portfolio, value $5,246,595.

    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 76,020 shares
    Change vs previous 13F +16,793 shares

    1.66% of the 13F portfolio, value $5,430,079.

    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 59,227 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $4,149,433.

    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).