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Legacy Capital Group California, Inc.: UBS position timeline

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

Legacy Capital Group California, Inc. held 31,602 UBS 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 31,602 shares
    Change vs previous 13F -200 shares

    0.47% of the 13F portfolio, value $1,566,201.

    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 31,802 shares
    Change vs previous 13F -7,669 shares

    0.47% of the 13F portfolio, value $1,242,504.

    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 39,471 shares
    Change vs previous 13F +239 shares

    0.44% of the 13F portfolio, value $1,827,902.

    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 39,232 shares
    Change vs previous 13F +524 shares

    0.41% of the 13F portfolio, value $1,608,512.

    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 38,708 shares
    Change vs previous 13F +831 shares

    0.36% of the 13F portfolio, value $1,309,105.

    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 37,877 shares
    Change vs previous 13F -2,287 shares

    0.4% of the 13F portfolio, value $1,160,173.

    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 40,164 shares
    Change vs previous 13F -373 shares

    0.37% of the 13F portfolio, value $1,217,772.

    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 40,537 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,252,999.

    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).