Legacy Wealth Managment, LLC/ID
Holdings in CION
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,081,070 | 215,209 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $3,421,739 | 360,943 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $73,794 | 7,711 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $79,808 | 7,711 | Shares | Sole | 2025-05-16 |
| 2024-12-31 | $96,740 | 8,486 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $129,995 | 10,924 | Shares | Sole | 2024-11-15 |