Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2021 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
AMAZON COM INC | 8 | Q3 2023 | 3.9% |
MICROSOFT CORP | 8 | Q3 2023 | 2.8% |
BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 2.7% |
VISA INC | 8 | Q3 2023 | 2.2% |
APPLE INC | 8 | Q3 2023 | 2.4% |
PIONEER NAT RES CO | 8 | Q3 2023 | 2.4% |
APPLIED MATLS INC | 8 | Q3 2023 | 2.0% |
TE CONNECTIVITY LTD | 8 | Q3 2023 | 1.9% |
EXXON MOBIL CORP | 8 | Q3 2023 | 0.2% |
J P MORGAN EXCHANGE-TRADED F | 7 | Q2 2023 | 8.7% |
View Legacy CG, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-05-04 |
13F-HR | 2022-05-04 |
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.