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Manager record

Legacy CG, LLC

Plano, TX · CIK 1904825 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$396.78MReported 13F valueQ3 2026 · as filed
48Holdings listed
+1.6%vs prior quartervalue change includes market moves
6Quarters on record
Oct 30Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $335.6M$335.6MQ2 202551 holdingsQ3 2025: $355.1M$355.1MQ3 202546 holdingsQ4 2025: $357.2M$357.2MQ4 202546 holdingsQ1 2026: $360.0M$360.0MQ1 202645 holdingsQ2 2026: $390.6M$390.6MQ2 202645 holdingsQ3 2026: $396.8M$396.8MQ3 202648 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 30 2026 13F-HR · period Q3 2026

$396.78M · 48 holdings listed · View original SEC filing ↗
Jul 22 2026 13F-HR · period Q2 2026

$390.61M · 45 holdings listed · View original SEC filing ↗
May 05 2026 13F-HR · period Q1 2026

$360.05M · 45 holdings listed · View original SEC filing ↗
Jan 26 2026 13F-HR · period Q4 2025

$357.24M · 46 holdings listed · View original SEC filing ↗
Oct 23 2025 13F-HR · period Q3 2025

$355.12M · 46 holdings listed · View original SEC filing ↗
Jul 22 2025 13F-HR · period Q2 2025

$335.57M · 51 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 30, 2026 · Change methodology