| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON COM INC | 11 | Q2 2024 | 3.9% |
| MICROSOFT CORP | 11 | Q2 2024 | 2.8% |
| BERKSHIRE HATHAWAY INC DEL | 11 | Q2 2024 | 2.7% |
| VISA INC | 11 | Q2 2024 | 2.4% |
| APPLE INC | 11 | Q2 2024 | 2.4% |
| APPLIED MATLS INC | 11 | Q2 2024 | 2.4% |
| EXXON MOBIL CORP | 11 | Q2 2024 | 0.2% |
| UNITEDHEALTH GROUP INC | 10 | Q2 2024 | 2.5% |
| TE CONNECTIVITY LTD | 10 | Q1 2024 | 1.9% |
| HARTFORD FDS EXCHANGE TRADED | 9 | Q2 2024 | 8.1% |
View Legacy CG, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-22 |
| 13F-HR | 2024-07-22 |
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-10 |
View Legacy CG, LLC'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.