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Kestra Advisory Services, LLC: CION position timeline

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

Kestra Advisory Services, LLC held 186,866 CION shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 186,866 shares
    Change vs previous 13F -129,410 shares

    <0.01% of the 13F portfolio, value $1,164,178.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 17,351 shares
    • Kestra Advisory Services, LLC: 169,515 shares

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

  2. period ended2026-03-31
    13F 316,276 shares
    Change vs previous 13F +13,192 shares

    0.01% of the 13F portfolio, value $2,163,329.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 17,197 shares
    • Kestra Advisory Services, LLC: 299,079 shares

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

  3. period ended2025-12-31
    13F 303,084 shares
    Change vs previous 13F -9,554 shares

    0.01% of the 13F portfolio, value $2,930,824.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 17,076 shares
    • Kestra Advisory Services, LLC: 286,008 shares

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

  4. period ended2025-09-30
    13F 312,638 shares
    Change vs previous 13F -19,901 shares

    0.01% of the 13F portfolio, value $2,963,814.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 23,324 shares
    • Kestra Advisory Services, LLC: 289,314 shares

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

  5. period ended2025-06-30
    13F 332,539 shares
    Change vs previous 13F -3,961 shares

    0.01% of the 13F portfolio, value $3,182,396.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 22,213 shares
    • Kestra Advisory Services, LLC: 310,326 shares

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

  6. period ended2025-03-31
    13F 336,500 shares
    Change vs previous 13F -216,950 shares

    0.01% of the 13F portfolio, value $3,482,775.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 21,986 shares
    • Kestra Advisory Services, LLC: 314,514 shares

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

  7. period ended2024-12-31
    13F 553,450 shares
    Change vs previous 13F +202,570 shares

    0.03% of the 13F portfolio, value $6,309,330.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 21,974 shares
    • Kestra Advisory Services, LLC: 531,476 shares

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

  8. period ended2024-09-30
    13F 350,880 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,175,472.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 25,582 shares
    • Kestra Advisory Services, LLC: 325,298 shares

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