Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 6 | Q2 2024 | 10.0% |
J P MORGAN EXCHANGE TRADED F | 6 | Q2 2024 | 4.2% |
SPDR SER TR | 6 | Q2 2024 | 3.9% |
JANUS DETROIT STR TR | 6 | Q2 2024 | 2.5% |
SPDR SER TR | 6 | Q2 2024 | 2.2% |
SPDR SER TR | 6 | Q2 2024 | 2.0% |
MICROSOFT CORP | 6 | Q2 2024 | 1.9% |
FS KKR CAP CORP | 6 | Q2 2024 | 1.5% |
SPDR SER TR | 6 | Q2 2024 | 1.8% |
MERCK & CO INC | 6 | Q2 2024 | 1.4% |
View Legacy Capital Group California, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-13 |
13F-HR | 2024-07-22 |
13F-HR | 2024-05-07 |
13F-HR/A | 2024-02-13 |
13F-HR | 2024-02-08 |
13F-HR | 2023-11-06 |
13F-HR | 2023-08-10 |
13F-HR | 2023-05-11 |
View Legacy Capital Group California, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.