CION β€” CION INVT CORP COM

Ownership history in PINKERTON WEALTH, LLC  Β·  15 quarters on record

This page tracks every 13F SEC filing in which PINKERTON WEALTH, LLC reported a position in CION INVT CORP COM (CION). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.69% (2022 Q3)
πŸ“Š Avg. % of fund
1.26%
πŸ“… First filed
2022 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
15

Position Intelligence

PINKERTON WEALTH, LLC Γ— CION AI Analytics

πŸ“‰ PINKERTON WEALTH, LLC underperformed the S&P 500 by –0.2% annually on this CION position. Timing score: 36% (5/14 decisions correct). Average cost basis: $5.02. Maximum drawdown during holding period: –10.5%.

πŸ“ˆ Position Alpha vs SPY
-0.2%
annualised excess return

➑️ Roughly in line with S&P 500 (±1% alpha range).
14 quarters analyzed

⏱️ Timing Score
36%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
5 of 14 add/trim decisions correct

πŸ’° Entry Quality
$5.02
+85.7% vs current ($9.32)

Best entry: $5.01 (2022 Q2)  Β·  Worst: $5.05 (2022 Q3)

πŸ›‘οΈ Drawdown Resilience
–10.5%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
13%
buy-side decisions

2 adds Β· 13 trims. Bought during 0 of 3 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.23% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    CION price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 228,636 -140,708 -38.1% 0.23% $2.2M $9.32
2025 Q3 REDUCED 369,344 -92,381 -20.0% 0.38% $3.5M $8.82
2025 Q2 REDUCED 461,725 -16,592 -3.5% 0.53% $4.4M $8.60
2025 Q1 REDUCED 478,317 -45,148 -8.6% 0.64% $5.0M $8.96
2024 Q4 REDUCED 523,465 -135,708 -20.6% 0.87% $6.0M $9.54
2024 Q3 REDUCED 659,173 -35,848 -5.2% 1.14% $7.8M $9.61
2024 Q2 REDUCED 695,021 -58,427 -7.8% 1.29% $8.4M $9.50
2024 Q1 REDUCED 753,448 -29,032 -3.7% 1.33% $8.3M $8.34
2023 Q4 REDUCED 782,480 -962 -0.1% 1.70% $8.8M $8.31
2023 Q3 REDUCED 783,442 -13,877 -1.7% 1.80% $8.3M $7.39
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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