SUMMIT WEALTH GROUP LLC / CO
Position in CION — CION Investment Corp
CIK 2081278
COLORADO SPRINGS, CO
Position in CION
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$65,670
New position
Shares Held
10,541
first reported quarter
Ownership
0.021%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#108
of 138 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $1,361,129 across 6 Asset Management names. CION ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSCO |
FS Credit Opportunities Corp.
|
82,406 | $411,205 | |
| 2 | BLK |
BlackRock, Inc.
|
322 | $309,622 | |
| 3 | BX |
Blackstone Inc.
|
2,501 | $294,292 | |
| 4 | FSK |
FS KKR Capital Corp
|
20,582 | $216,111 | |
| 5 | CION |
CION Investment Corp
This page
|
10,541 | $65,670 | |
| 6 | GAB |
Gabelli Equity Trust Inc
|
11,348 | $64,229 |
All Filings in CION
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,670 | 10,541 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||