Legacy Capital Group California, Inc.
All 13F Filings
- Location
- Los Gatos, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 335,208
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/9/2026 | 319 | 335,208 | 13F-HR | Legacy Capital Group California, Inc. |
| Q2 2026 | 7/29/2026 | 299 | 331,753 | 13F-HR | Legacy Capital Group California, Inc. |
| Q1 2026 | 5/4/2026 | 277 | 262,766 | 13F-HR | Legacy Capital Group California, Inc. |
| Q4 2025 | 1/28/2026 | 336 | 412,708 | 13F-HR | Legacy Capital Group California, Inc. |
| Q3 2025 | 11/12/2025 | 328 | 392,551 | 13F-HR | Legacy Capital Group California, Inc. |
| Q2 2025 | 7/14/2025 | 327 | 360,956 | 13F-HR | Legacy Capital Group California, Inc. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
381
(0.1% of total reported value)
· QoQ Δ:
+143
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 253.3 K | 75.7% | 10.38 K | 0 | 10.38 K |
| ETFs | 81.21 K | 24.3% | 0 | 5.933 K | -5.933 K |
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Fund Snapshot
Q3 2026
Latest filed
11/9/2026
Total value ($000)
335,208
Holdings
319
QoQ value change ($000)
3,455
(1.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.