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Adapt Wealth Advisors, LLC

SEC CIK
0002013937
Latest filing
Aug 12, 2026

CION holding history

CION Investment Corp in every 13F filed by Adapt Wealth Advisors, LLC, 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 2026)
92,197
Value
$574.4K
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of CION by Adapt Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202692,197$574.4K0.2%−3,570−3.7%ReducedHolders
Q1 202695,767$655.0K0.2%−2,051−2.1%ReducedHolders
Q4 202597,818$945.9K0.3%+97,818NewHolders