Whipplewood Advisors, LLC: CION position timeline

Whipplewood Advisors, LLC held 0 CION shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -1,461 shares

   13F-HR 0002052510-26-000001 filed by Whipplewood Advisors, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 1,461 shares

   Change vs previous 13F -50,784 shares

   0.01% of the 13F portfolio, value $13,850.

   13F-HR 0002052510-25-000006 filed by Whipplewood Advisors, LLC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-06-30

   13F 52,245 shares

   Change vs previous 13F +52,220 shares

   0.27% of the 13F portfolio, value $499,985.

   13F-HR 0002052510-25-000003 filed by Whipplewood Advisors, LLC
   Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 25 shares

   Change vs previous 13F -40,874 shares

   13F-HR 0002052510-25-000002 filed by Whipplewood Advisors, LLC
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

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

5. period ended2024-12-31

   13F 40,899 shares

   Change vs previous 13F not available

   0.27% of the 13F portfolio, value $466,249.

   13F-HR 0002052510-25-000001 filed by Whipplewood Advisors, LLC
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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