CION β€” CION INVT CORP

Ownership history in Winthrop Advisory Group LLC  Β·  4 quarters on record

AI Ownership Summary

Winthrop Advisory Group LLC reported CION INVT CORP (CION) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.02% in 2024 Q4. The latest visible filing shows CION at 0.01% 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 Winthrop Advisory Group LLC'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
2025 Q3

CION was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2025 Q3

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 Winthrop Advisory Group LLC held CION β€” position size vs. price
% of Fund (quarterly)    CION price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 11,493 β€” 0% 0.01% $109K 2025-10-24 $8.77
2025 Q2 REDUCED 11,493 -5,592 -32.7% 0.01% $110K 2025-07-23 $9.16
2025 Q1 UNCHANGED 17,085 β€” 0% 0.02% $183K 2025-04-08 $7.51
2024 Q4 INITIATED 17,085 β€” β€” 0.02% $195K 2025-01-13 $9.27

FAQ About Winthrop Advisory Group LLC and CION

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

How long has Winthrop Advisory Group LLC reported owning CION?

Winthrop Advisory Group LLC reported CION across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported CION position in Winthrop Advisory Group LLC's portfolio?

The largest reported portfolio weight for CION was 0.02% in 2024 Q4.

What is the latest reported CION position on this page?

The most recent filing on this page is 2025 Q3, when Winthrop Advisory Group LLC reported 11,493 shares, equal to 0.01% of portfolio, with an estimated market value of $109K.

What does the chart on this CION ownership page compare?

The chart compares Winthrop Advisory Group LLC'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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