CION β€” CION INVT CORP

Ownership history in DOLIVER ADVISORS, LP  Β·  1 quarter on record

AI Ownership Summary

DOLIVER ADVISORS, LP reported CION INVT CORP (CION) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.06% in 2026 Q1. The latest visible filing shows CION at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CION ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DOLIVER ADVISORS, LP's position in CION INVT CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CION was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DOLIVER ADVISORS, LP held CION β€” position size vs. price
% of Fund (quarterly)    CION price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED 36,000 β€” β€” 0.06% $246K 2026-04-08 $7.12

FAQ About DOLIVER ADVISORS, LP and CION

These are the practical questions this page is built to answer before you even open the full history table.

How long has DOLIVER ADVISORS, LP reported owning CION?

DOLIVER ADVISORS, LP reported CION across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported CION position in DOLIVER ADVISORS, LP's portfolio?

The largest reported portfolio weight for CION was 0.06% in 2026 Q1.

What is the latest reported CION position on this page?

The most recent filing on this page is 2026 Q1, when DOLIVER ADVISORS, LP reported 36,000 shares, equal to 0.06% of portfolio, with an estimated market value of $246K.

What does the chart on this CION ownership page compare?

The chart compares DOLIVER ADVISORS, LP's quarterly CION portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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