Skip to content
Disclosery

Legacy CG, LLC: WELL position timeline

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

Legacy CG, LLC held 31,196 WELL 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 31,196 shares
    Change vs previous 13F -1,462 shares

    1.81% of the 13F portfolio, value $7,080,556.

    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 32,658 shares
    Change vs previous 13F +694 shares

    1.79% of the 13F portfolio, value $6,456,813.

    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 31,964 shares
    Change vs previous 13F -428 shares

    1.66% of the 13F portfolio, value $5,932,838.

    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 32,392 shares
    Change vs previous 13F -48 shares

    1.62% of the 13F portfolio, value $5,770,311.

    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 32,440 shares
    Change vs previous 13F +309 shares

    1.49% of the 13F portfolio, value $4,987,001.

    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 32,131 shares
    Change vs previous 13F +1,070 shares

    1.59% of the 13F portfolio, value $4,922,791.

    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 31,061 shares
    Change vs previous 13F +216 shares

    1.2% of the 13F portfolio, value $3,914,618.

    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 30,845 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $3,949,085.

    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).