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Disclosery

Legacy CG, LLC: JPM position timeline

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

Legacy CG, LLC held 18,490 JPM 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 18,490 shares
    Change vs previous 13F -200 shares

    1.55% of the 13F portfolio, value $6,052,332.

    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 18,690 shares
    Change vs previous 13F -54 shares

    1.53% of the 13F portfolio, value $5,497,850.

    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 18,744 shares
    Change vs previous 13F -2,408 shares

    1.69% of the 13F portfolio, value $6,039,692.

    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 21,152 shares
    Change vs previous 13F -989 shares

    1.88% of the 13F portfolio, value $6,671,975.

    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 22,141 shares
    Change vs previous 13F -329 shares

    1.91% of the 13F portfolio, value $6,418,897.

    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 22,470 shares
    Change vs previous 13F -1,040 shares

    1.78% of the 13F portfolio, value $5,511,891.

    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 23,510 shares
    Change vs previous 13F +84 shares

    1.73% of the 13F portfolio, value $5,635,582.

    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 23,426 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $4,939,606.

    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).