Legacy Capital Group California, Inc.: VRT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Capital Group California, Inc. on VRT, newest first. How the timeline and the estimate are built.
Legacy Capital Group California, Inc. held 1,182 VRT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 1,182 sharesChange vs previous 13F +15 shares
0.12% of the 13F portfolio, value $395,757.
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).
- period ended2026-03-3113F 1,167 sharesChange vs previous 13F -692 shares
0.11% of the 13F portfolio, value $292,427.
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 1,859 sharesChange vs previous 13F +57 shares
0.07% of the 13F portfolio, value $301,177.
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 1,802 sharesChange vs previous 13F +144 shares
0.07% of the 13F portfolio, value $271,850.
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 1,658 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $212,904.
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).