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Legacy CG, LLC: CARY position timeline

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

Legacy CG, LLC held 412,073 CARY 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 412,073 shares
    Change vs previous 13F +17,641 shares

    2.19% of the 13F portfolio, value $8,562,877.

    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 394,432 shares
    Change vs previous 13F +37,050 shares

    2.28% of the 13F portfolio, value $8,193,496.

    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 357,382 shares
    Change vs previous 13F -5,797 shares

    2.08% of the 13F portfolio, value $7,442,659.

    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 363,179 shares
    Change vs previous 13F +46,955 shares

    2.14% of the 13F portfolio, value $7,594,073.

    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 316,224 shares
    Change vs previous 13F -1,335 shares

    1.96% of the 13F portfolio, value $6,577,459.

    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 317,559 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $6,592,525.

    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).