Position in CION
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$754,882
-$668,261 QoQ
Shares Held
121,169
-41.8% QoQ
Ownership
0.246%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#28
of 138 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CION 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. CION ranks #2 (42.1% of the industry book) .
All Filings in CION
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $754,882 | 121,169 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,423,143 | 208,062 | Shares | Sole | 2026-05-07 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||