Legacy Capital Group California, Inc.
Holdings in FDP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $644,297 | 18,083 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $634,542 | 18,276 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $592,605 | 18,279 | Shares | Sole | 2025-07-14 |
| 2025-03-31 | $585,739 | 18,999 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $638,063 | 19,213 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $572,957 | 19,396 | Shares | Sole | 2024-10-23 |
| 2024-06-30 | $440,670 | 20,168 | Shares | Sole | 2024-07-22 |
| 2024-03-31 | $516,723 | 19,943 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $536,130 | 20,424 | Shares | Sole | 2024-02-13 |