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Acorn Wealth Advisors, LLC: UCON position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Acorn Wealth Advisors, LLC on UCON, newest first. How the timeline and the estimate are built.

Acorn Wealth Advisors, LLC held 117,379 UCON shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,379 shares
    Change vs previous 13F +11,218 shares

    0.71% of the 13F portfolio, value $2,920,386.

    13F-HR 0001104659-26-088536 filed by Acorn Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 106,161 shares
    Change vs previous 13F +20,884 shares

    0.77% of the 13F portfolio, value $2,629,603.

    13F-HR 0001104659-26-052366 filed by Acorn Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 85,277 shares
    Change vs previous 13F +28,434 shares

    0.64% of the 13F portfolio, value $2,146,420.

    13F-HR 0001104659-26-012383 filed by Acorn Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 56,843 shares
    Change vs previous 13F +12,681 shares

    0.45% of the 13F portfolio, value $1,431,802.

    13F-HR 0001104659-25-104731 filed by Acorn Wealth Advisors, 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 44,162 shares
    Change vs previous 13F +9,181 shares

    0.41% of the 13F portfolio, value $1,099,192.

    13F-HR 0001104659-25-077729 filed by Acorn Wealth Advisors, 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 34,981 shares
    Change vs previous 13F +2,889 shares

    0.36% of the 13F portfolio, value $865,780.

    13F-HR 0001104659-25-043180 filed by Acorn Wealth Advisors, 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 32,092 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $791,068.

    13F-HR 0001104659-25-009023 filed by Acorn Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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