Legacy CG, LLC: MSFT position timeline

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

Legacy CG, LLC held 17,172 MSFT 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 17,172 shares
Change vs previous 13F +1,678 shares
1.64% of the 13F portfolio, value $6,405,499.
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 15,494 shares
Change vs previous 13F +465 shares
1.59% of the 13F portfolio, value $5,735,414.
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 15,029 shares
Change vs previous 13F -657 shares
2.03% of the 13F portfolio, value $7,268,325.
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 15,686 shares
Change vs previous 13F -562 shares
2.29% of the 13F portfolio, value $8,124,564.
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 16,248 shares
Change vs previous 13F -1,160 shares
2.41% of the 13F portfolio, value $8,081,918.
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 17,408 shares
Change vs previous 13F +238 shares
2.11% of the 13F portfolio, value $6,534,789.
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 17,170 shares
Change vs previous 13F +1,763 shares
2.22% of the 13F portfolio, value $7,237,155.
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 15,407 shares
Change vs previous 13F not available
2.17% of the 13F portfolio, value $6,629,632.
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).