Legacy CG, LLC: WMT position timeline

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

Legacy CG, LLC held 52,380 WMT 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 52,380 shares
Change vs previous 13F -3,439 shares
1.52% of the 13F portfolio, value $5,932,559.
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 55,819 shares
Change vs previous 13F -1,559 shares
1.93% of the 13F portfolio, value $6,937,185.
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 57,378 shares
Change vs previous 13F -13,324 shares
1.79% of the 13F portfolio, value $6,392,483.
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 70,702 shares
Change vs previous 13F -4,852 shares
2.05% of the 13F portfolio, value $7,286,548.
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 75,554 shares
Change vs previous 13F -8,011 shares
2.2% of the 13F portfolio, value $7,387,670.
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 83,565 shares
Change vs previous 13F +611 shares
2.37% of the 13F portfolio, value $7,336,171.
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 82,954 shares
Change vs previous 13F +854 shares
2.3% of the 13F portfolio, value $7,494,894.
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 82,100 shares
Change vs previous 13F not available
2.17% of the 13F portfolio, value $6,629,575.
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).