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Legacy CG, LLC: CVS position timeline

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

Legacy CG, LLC held 75,718 CVS 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 75,718 shares
    Change vs previous 13F -4,114 shares

    2.01% of the 13F portfolio, value $7,833,027.

    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 79,832 shares
    Change vs previous 13F +1,000 shares

    1.59% of the 13F portfolio, value $5,733,534.

    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 78,832 shares
    Change vs previous 13F -3,250 shares

    1.75% of the 13F portfolio, value $6,256,108.

    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 82,082 shares
    Change vs previous 13F +61,296 shares

    1.74% of the 13F portfolio, value $6,188,162.

    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 20,786 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,433,818.

    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).