Position in CION
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$891,650
-$87,304 QoQ
Shares Held
143,122
0.0% QoQ
Ownership
0.291%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#25
of 138 holders
Holding Since
Dec 2025
3 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, 2026SHERMAN PORFOLIOS, LLC holds $3,915,151 across 3 Asset Management names. CION ranks #2 (22.8% of the industry book) .
All Filings in CION
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $891,650 | 143,122 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $978,954 | 143,122 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,873,639 | 193,758 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||