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Equibles

United Advisor Group, LLC

Position in CION — CION Investment Corp

CIK 2004873 CINCINNATI, OH
Back to CION Full portfolio

Position in CION

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$150,049
-$14,692 QoQ
Shares Held
24,085
0.0% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#66
of 138 holders
Holding Since
Mar 2024
10 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, 2026

United Advisor Group, LLC holds $31,391,140 across 27 Asset Management names. CION ranks #26 (0.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ARDC
Ares Dynamic Credit Allocation Fund, Inc.
 354,015 $4,471,209
2 DPG
Duff & Phelps Utility & Infrastructure Fund Inc.
 253,669 $3,764,447
3 OCSL
Oaktree Specialty Lending Corp
 293,056 $3,499,088
4 GBDC
GOLUB CAPITAL BDC, Inc.
 242,994 $3,129,762
5 FSK
FS KKR Capital Corp
 290,929 $3,054,754
6 MFIC
MidCap Financial Investment Corp
 264,846 $2,669,647
7 ARCC
Ares Capital Corp
 113,090 $2,095,557
8 GAIN
Gladstone Investment Corporationde
 72,190 $1,116,057

All Filings in CION

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $150,049 24,085
2026-03-31 $164,741 24,085
2025-12-31 $232,901 24,085
2025-09-30 $228,325 24,085
2025-06-30 $230,981 24,136
2025-03-31 $249,807 24,136
2024-12-31 $301,587 26,455
2024-09-30 $314,862 26,459
2024-06-30 $319,471 26,359
2024-03-31 $289,949 26,359