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Disclosery

Legacy CG, LLC: JCI position timeline

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

Legacy CG, LLC held 37,519 JCI 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 37,519 shares
    Change vs previous 13F +1,275 shares

    1.4% of the 13F portfolio, value $5,481,901.

    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 36,244 shares
    Change vs previous 13F +655 shares

    1.32% of the 13F portfolio, value $4,746,152.

    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 35,589 shares
    Change vs previous 13F +72 shares

    1.19% of the 13F portfolio, value $4,261,783.

    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 35,517 shares
    Change vs previous 13F +11,447 shares

    1.1% of the 13F portfolio, value $3,905,094.

    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 24,070 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $2,542,273.

    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).