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Legacy CG, LLC: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy CG, LLC on BRK-B, newest first. How the timeline and the estimate are built.

Legacy CG, LLC held 14,368 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,368 shares
    Change vs previous 13F -2,223 shares

    1.84% of the 13F portfolio, value $7,189,604.

    13F-HR 0001904825-26-000004 filed by Legacy CG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,591 shares
    Change vs previous 13F -92 shares

    2.21% of the 13F portfolio, value $7,950,407.

    13F-HR 0001904825-26-000003 filed by Legacy CG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,683 shares
    Change vs previous 13F -185 shares

    2.35% of the 13F portfolio, value $8,385,710.

    13F-HR 0001904825-26-000001 filed by Legacy CG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,868 shares
    Change vs previous 13F +278 shares

    2.39% of the 13F portfolio, value $8,480,218.

    13F-HR 0001904825-25-000004 filed by Legacy CG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,590 shares
    Change vs previous 13F -82 shares

    2.4% of the 13F portfolio, value $8,058,924.

    13F-HR 0001085146-25-004031 filed by Legacy CG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,672 shares
    Change vs previous 13F -125 shares

    2.87% of the 13F portfolio, value $8,879,174.

    13F-HR 0001085146-25-002313 filed by Legacy CG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 16,797 shares
    Change vs previous 13F +225 shares

    2.33% of the 13F portfolio, value $7,613,744.

    13F-HR 0001085146-25-000514 filed by Legacy CG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 16,572 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $7,627,429.

    13F-HR 0001085146-24-005227 filed by Legacy CG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).