Position in CION
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$168,783
-$231,806 QoQ
Shares Held
24,676
-40.4% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
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 Mar 31, 2026BlueChip Wealth Advisors LLC holds $760,901 across 5 Asset Management names. CION ranks #2 (22.2% of the industry book) .
All Filings in CION
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $168,783 | 24,676 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $400,589 | 41,426 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $259,287 | 27,351 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $506,980 | 52,976 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $531,638 | 51,366 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $394,622 | 34,616 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $588,728 | 49,473 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $297,715 | 24,564 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $270,204 | 24,564 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $170,577 | 15,082 | Shares | Sole | 2024-03-15 | |
| No filing history on record for this holder in this stock. | ||||||