Wealth Preservation Advisors, LLC
Position in CION — CION Investment Corp
CIK 1968434
CHATTANOOGA, TN
Position in CION
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$20,937
-$8,662 QoQ
Shares Held
3,061
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CION Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Wealth Preservation Advisors, LLC holds $3,882,517 across 19 Asset Management names. CION ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OBDC |
Blue Owl Capital Corp
|
184,581 | $2,041,465 | |
| 2 | APO |
Apollo Global Management, Inc.
|
9,492 | $1,057,598 | |
| 3 | KKR |
KKR & Co. Inc.
|
5,450 | $504,125 | |
| 4 | OWL |
Blue Owl Capital Inc.
|
8,106 | $74,007 | |
| 5 | BLK |
BlackRock, Inc.
|
58 | $55,779 | |
| 6 | AMP |
Ameriprise Financial Inc
|
73 | $32,441 | |
| 7 | MAIN |
Main Street Capital CORP
|
400 | $21,184 | |
| 8 | CION |
CION Investment Corp
This page
|
3,061 | $20,937 |
All Filings in CION
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,937 | 3,061 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $29,599 | 3,061 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $29,018 | 3,061 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $29,293 | 3,061 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $31,681 | 3,061 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||