Position in ARES
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$2,727
-$343 QoQ
Shares Held
25
+31.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Legacy Wealth Managment, LLC/ID holds $1,795,152 across 4 Asset Management names.
All Filings in ARES
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,727 | 25 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,070 | 19 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $586 | 4 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $708 | 4 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $623 | 4 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||