Legacy Capital Group California, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 23, 2024
Value $
$301M
Signature - Title
Lonny Elfenbein - Compliance Consultant
Location
Los Gatos, CA
Summary
This page shows a list of all the recent 13F filings made by Legacy Capital Group California, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Legacy Capital Group California, Inc. reported 312 stock holdings with total value $301M as of Q3 2024. Top holdings included AAPL, JPST, MSFT, BIL, and FLRN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 312 $301M +$57.8M -$47M +$10.8M AAPL, JPST, MSFT, BIL, FLRN 13F-HR 10/23/2024, 01:08 PM
Q2 2024 307 $277M +$38.2M -$34.9M +$3.29M AAPL, JPST, MSFT, BIL, JAAA 13F-HR 7/22/2024, 02:00 PM
Q1 2024 300 $271M +$44M -$43.9M +$94.2K AAPL, JPST, MSFT, JAAA, FLRN 13F-HR 5/7/2024, 04:06 PM
Q4 2023 272 $259M +$52.3M -$47.1M +$5.13M AAPL, JPST, BIL, MSFT, JAAA Restatement 2/13/2024, 04:13 PM
Q3 2023 267 $233M +$33.1M -$34.1M -$1.04M AAPL, JPST, BIL, JAAA, FLRN 13F-HR 11/6/2023, 12:26 PM
Q2 2023 262 $243M +$76.9M -$45.1M +$31.8M AAPL, JPST, BIL, SPY, JAAA 13F-HR 8/10/2023, 11:18 AM
Q1 2023 238 $205M $0 $0 AAPL, BIL, JAAA, FLRN, SPSB 13F-HR 5/11/2023, 09:45 AM