Legacy CG, LLC
All 13F Filings
- Location
- Plano, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 390,610
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 45 | 390,610 | 13F-HR | Legacy CG, LLC |
| Q1 2026 | 5/5/2026 | 45 | 360,049 | 13F-HR | Legacy CG, LLC |
| Q4 2025 | 1/26/2026 | 46 | 357,244 | 13F-HR | Legacy CG, LLC |
| Q3 2025 | 10/23/2025 | 46 | 355,123 | 13F-HR | Legacy CG, LLC |
| Q2 2025 | 7/22/2025 | 51 | 335,565 | 13F-HR | Legacy CG, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 225.6 K | 57.7% | 16.87 K | 0 | 16.87 K |
| ETFs | 165.1 K | 42.3% | 13.7 K | 0 | 13.7 K |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
390,610
Holdings
45
QoQ value change ($000)
30,561
(8.5%)
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.