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Legacy Capital Group California, Inc.: SPYM position timeline

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

Legacy Capital Group California, Inc. held 59,104 SPYM 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 59,104 shares
    Change vs previous 13F -4,511 shares

    1.57% of the 13F portfolio, value $5,194,061.

    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 63,615 shares
    Change vs previous 13F -7,672 shares

    1.85% of the 13F portfolio, value $4,869,079.

    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 71,287 shares
    Change vs previous 13F -2,920 shares

    1.39% of the 13F portfolio, value $5,718,648.

    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 74,207 shares
    Change vs previous 13F -935 shares

    1.48% of the 13F portfolio, value $5,813,407.

    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 75,142 shares
    Change vs previous 13F +12,163 shares

    1.51% of the 13F portfolio, value $5,462,099.

    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 62,979 shares
    Change vs previous 13F -889 shares

    1.44% of the 13F portfolio, value $4,141,470.

    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 63,868 shares
    Change vs previous 13F -4,368 shares

    1.34% of the 13F portfolio, value $4,403,069.

    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 68,236 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $4,606,599.

    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).