Heirloom Wealth Management
- SEC CIK
- 0001882903
- Latest filing
- Aug 3, 2026
CION holding history
CION Investment Corp in every 13F filed by Heirloom Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CION overviewAll 13F holders of CIONFull Q2 2026 holdings
- Shares (Q2 2022)
- 16,275
- Value
- $152.0K
- % of portfolio
- 0.1%
- Quarters held
- 2
- Since Q1 2022