Legacy CG, LLC: HELO position timeline

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

Legacy CG, LLC held 4,910 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

period ended2026-06-30
13F 4,910 shares
Change vs previous 13F 0 shares
0.08% of the 13F portfolio, value $331,818.
13F-HR 0001904825-26-000004 filed by Legacy CG, LLC
Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 4,910 shares
Change vs previous 13F 0 shares
0.09% of the 13F portfolio, value $313,798.
13F-HR 0001904825-26-000003 filed by Legacy CG, LLC
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 4,910 shares
Change vs previous 13F -245,993 shares
0.09% of the 13F portfolio, value $326,171.
13F-HR 0001904825-26-000001 filed by Legacy CG, LLC
Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 250,903 shares
Change vs previous 13F -8,923 shares
4.59% of the 13F portfolio, value $16,308,695.
13F-HR 0001904825-25-000004 filed by Legacy CG, LLC
Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 259,826 shares
Change vs previous 13F -126,288 shares
4.85% of the 13F portfolio, value $16,259,911.
13F-HR 0001085146-25-004031 filed by Legacy CG, LLC
Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 386,114 shares
Change vs previous 13F +112,899 shares
7.44% of the 13F portfolio, value $23,043,284.
13F-HR 0001085146-25-002313 filed by Legacy CG, LLC
Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 273,215 shares
Change vs previous 13F +267,227 shares
5.2% of the 13F portfolio, value $16,950,259.
13F-HR 0001085146-25-000514 filed by Legacy CG, LLC
Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 5,988 shares
Change vs previous 13F not available
0.12% of the 13F portfolio, value $366,106.
13F-HR 0001085146-24-005227 filed by Legacy CG, LLC
Filed 2024-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).