SEC 13F Intelligence

CION INVESTMENT CORPORAT ION

CUSIP 17259U105

Cion Investment Corporat Ion has 1 institutional holders in Filings Flow’s 13F database, together reporting 12.7K shares worth $124,000 as of Q4 2022. The largest reported holders are Usadvisors Wealth Management, LLC, Versant Capital Management, Inc, and Kozak & Associates, Inc..

Institutional Holders
1
Q4 2022
Reported Value
$124,000
Ticker
unmapped
private placement or foreign
Quarters Tracked
18

Ownership Trend

Institutional holders
Q1 ’16: 1Q1 ’16Q4 ’18: 1Q1 ’19: 3Q2 ’19: 3Q2 ’19Q3 ’19: 3Q4 ’19: 3Q1 ’20: 4Q1 ’20Q2 ’20: 4Q3 ’20: 4Q4 ’20: 2Q4 ’20Q1 ’21: 4Q2 ’21: 2Q3 ’21: 1Q3 ’21Q4 ’21: 1Q1 ’22: 2Q2 ’22: 2Q2 ’22Q3 ’22: 1Q4 ’22: 1filingsflow.com
Total reported value
Q1 ’16: $44,000Q1 ’16Q4 ’18: $115,000Q1 ’19: $176,000Q2 ’19: $373,000Q2 ’19Q3 ’19: $950,000Q4 ’19: $950,000Q1 ’20: $2MQ1 ’20Q2 ’20: $1MQ3 ’20: $2MQ4 ’20: $620,000Q4 ’20Q1 ’21: $3MQ2 ’21: $862,000Q3 ’21: $652,000Q3 ’21Q4 ’21: $11,000Q1 ’22: $0Q2 ’22: $0Q2 ’22Q3 ’22: $0Q4 ’22: $124,000filingsflow.com

Holders

··Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
USAdvisors Wealth Management, LLC$301M AUM0.06%$124,00012.7KQ4 2022
Versant Capital Management, Inc$1.1B AUM—$01Q2 2022OLDER
Kozak & Associates, Inc.$576M AUM—$00Q3 2022OLDER
SOA Wealth Advisors, LLC.$530M AUM—$00Q2 2022OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.