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Disclosery

LPL Financial LLC: CION position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on CION, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 1,019,029 CION shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,019,029 shares
    Change vs previous 13F +29,876 shares

    <0.01% of the 13F portfolio, value $6,348,551.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 989,153 shares
    Change vs previous 13F +55,168 shares

    <0.01% of the 13F portfolio, value $6,765,809.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 933,985 shares
    Change vs previous 13F -57,418 shares

    <0.01% of the 13F portfolio, value $9,031,631.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 991,403 shares
    Change vs previous 13F -76,512 shares

    <0.01% of the 13F portfolio, value $9,398,497.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,067,915 shares
    Change vs previous 13F +74,969 shares

    <0.01% of the 13F portfolio, value $10,219,946.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 992,946 shares
    Change vs previous 13F +25,706 shares

    <0.01% of the 13F portfolio, value $10,276,989.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 967,240 shares
    Change vs previous 13F -4,481 shares

    <0.01% of the 13F portfolio, value $11,026,538.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 971,721 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,563,477.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).