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Legacy Wealth Managment, LLC/ID: CION position timeline

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

Legacy Wealth Managment, LLC/ID held 121,169 CION shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,169 shares
    Change vs previous 13F -86,893 shares

    0.31% of the 13F portfolio, value $754,883.

    13F-HR 0002045082-26-000005 filed by Legacy Wealth Managment, LLC/ID
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 208,062 shares
    Change vs previous 13F -7,147 shares

    0.71% of the 13F portfolio, value $1,423,144.

    13F-HR 0002045082-26-000002 filed by Legacy Wealth Managment, LLC/ID
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 215,209 shares
    Change vs previous 13F -145,734 shares

    1% of the 13F portfolio, value $2,081,076.

    13F-HR 0002045082-26-000001 filed by Legacy Wealth Managment, LLC/ID
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 360,943 shares
    Change vs previous 13F +353,232 shares

    1.55% of the 13F portfolio, value $3,421,739.

    13F-HR 0002045082-25-000005 filed by Legacy Wealth Managment, LLC/ID
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,711 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $73,795.

    13F-HR 0002044858-25-000009 filed by Legacy Wealth Managment, LLC/ID
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,711 shares
    Change vs previous 13F -775 shares

    0.06% of the 13F portfolio, value $79,809.

    13F-HR 0002044858-25-000007 filed by Legacy Wealth Managment, LLC/ID
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,486 shares
    Change vs previous 13F -2,438 shares

    0.06% of the 13F portfolio, value $98,693.

    13F-HR 0002045082-25-000001 filed by Legacy Wealth Managment, LLC/ID
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 10,924 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $124,206.

    13F-HR 0002045082-24-000001 filed by Legacy Wealth Managment, LLC/ID
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).