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Focus Partners Wealth: CION position timeline

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

Focus Partners Wealth held 31,379 CION shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,379 shares
    Change vs previous 13F -5,894 shares

    <0.01% of the 13F portfolio, value $195,497.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 12,150 shares
    • Focus Partners Advisor Solutions, LLC: 19,229 shares

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

  2. period ended2026-03-31
    13F 37,273 shares
    Change vs previous 13F +4,678 shares

    <0.01% of the 13F portfolio, value $254,865.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 18,759 shares
    • Focus Partners Advisor Solutions, LLC: 18,514 shares

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

  3. period ended2025-12-31
    13F 32,595 shares
    Change vs previous 13F -4,670 shares

    <0.01% of the 13F portfolio, value $315,201.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 11,689 shares
    • Focus Partners Advisor Solutions, LLC: 20,906 shares

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

  4. period ended2025-09-30
    13F 37,265 shares
    Change vs previous 13F +16,838 shares

    <0.01% of the 13F portfolio, value $357,654.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, 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 20,427 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $195,493.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, 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 20,427 shares
    Change vs previous 13F +20,427 shares

    <0.01% of the 13F portfolio, value $211,427.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, 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 0 shares
    Change vs previous 13F -22,819 shares

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  8. period ended2024-09-30
    13F 22,819 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $271,555.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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