New Legacy Group, LLC

13F Filings History

Latest 13F report
Q3 2023 - Nov 14, 2023
Value $
$36.6M
Signature - Title
Bailey Ezell - CHIEF COMPLIANCE OFFICER
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by New Legacy Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. New Legacy Group, LLC reported 28 stock holdings with total value $36.6M as of Q3 2023. Top holdings included SPY, META, UBER, HYG, and VWO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2023 28 $36.6M +$295K -$2.1M -$1.81M SPY, META, UBER, HYG, VWO 13F-HR 11/14/2023, 10:00 AM
Q2 2023 27 $39.5M +$209K $0 +$209K META, SPY, UBER, HYG, VWO 13F-HR 8/11/2023, 01:58 PM
Q1 2023 26 $35.2M $0 -$1.68M -$1.68M SPY, META, HYG, UBER, VWO 13F-HR 5/15/2023, 02:54 PM
Q4 2022 27 $32.2M $0 -$3.53M -$3.53M SPY, META, HYG, VWO, UBER 13F-HR 2/14/2023, 10:49 AM
Q3 2022 27 $38.8M $0 -$13.8M -$13.8M RIVN, SPY, META, HYG, UBER 13F-HR 11/14/2022, 02:17 PM
Q2 2022 28 $49.3M +$764K -$99.8M -$99.1M RIVN, SPY, META, HYG, VWO 13F-HR 8/8/2022, 11:46 AM
Q1 2022 29 $267M +$744K -$2.54M -$1.79M RIVN, SPY, META, HYG, UBER 13F-HR 5/16/2022, 04:32 PM
Q4 2021 32 $517M $0 $0 RIVN, META, SPY, UBER, HYG 13F-HR 2/14/2022, 04:02 PM