LEGACY CAPITAL WEALTH MANAGEMENT, LLC: CGGO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LEGACY CAPITAL WEALTH MANAGEMENT, LLC on CGGO, newest first. How the timeline and the estimate are built.
LEGACY CAPITAL WEALTH MANAGEMENT, LLC held 34,708 CGGO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 34,708 sharesChange vs previous 13F -524 shares
0.68% of the 13F portfolio, value $1,469,190.
13F-HR 0001986152-26-000127 filed by LEGACY CAPITAL WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 35,232 sharesChange vs previous 13F -28 shares
0.69% of the 13F portfolio, value $1,175,692.
13F-HR 0001986152-26-000065 filed by LEGACY CAPITAL WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 35,260 sharesChange vs previous 13F -107,705 shares
0.74% of the 13F portfolio, value $1,221,759.
13F-HR 0001986152-26-000025 filed by LEGACY CAPITAL WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 142,965 sharesChange vs previous 13F not available
4.15% of the 13F portfolio, value $4,177,437.
13F-HR 0001214659-25-008822 filed by LEGACY CAPITAL WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).