Current Market Value 335,565,205
Current Holdings 51
Most Recent File Date 2025-07-22
Total Filings on Record 15
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Legacy CG, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-22 2025-06-30 13F-HR 51 335,565
2025-04-24 2025-03-31 13F-HR 45 309,550
2025-01-27 2024-12-31 13F-HR 54 326,099
2024-10-30 2024-09-30 13F-HR 52 305,774
2024-07-22 2024-06-30 13F-HR 53 293,605
2024-04-22 2024-03-31 13F-HR 42 275,752
2024-01-30 2023-12-31 13F-HR 37 263,499
2023-10-24 2023-09-30 13F-HR 37 215,183
2023-08-02 2023-06-30 13F-HR 44 217,169
2023-04-24 2023-03-31 13F-HR 42 197,873
2023-02-13 2022-12-31 13F-HR 42 170,548
2022-11-04 2022-09-30 13F-HR 48 151,763
2022-08-10 2022-06-30 13F-HR 120 145,283
2022-05-04 2022-03-31 13F-HR 48 153,762
2022-05-04 2021-12-31 13F-HR 55 166,230