Skip to content
Disclosery

AE Wealth Management LLC: UCON position timeline

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

AE Wealth Management LLC held 15,413 UCON shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,413 shares
    Change vs previous 13F +2,961 shares

    <0.01% of the 13F portfolio, value $383,469.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management 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 12,452 shares
    Change vs previous 13F +1,411 shares

    <0.01% of the 13F portfolio, value $308,421.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management 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 11,041 shares
    Change vs previous 13F +5,841 shares

    <0.01% of the 13F portfolio, value $277,910.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management 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 5,200 shares
    Change vs previous 13F +1,142 shares

    <0.01% of the 13F portfolio, value $130,988.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management 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 4,058 shares
    Change vs previous 13F -1,867 shares

    <0.01% of the 13F portfolio, value $100,995.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management 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 5,925 shares
    Change vs previous 13F -29,747 shares

    <0.01% of the 13F portfolio, value $146,643.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management 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 35,672 shares
    Change vs previous 13F +3,219 shares

    0.01% of the 13F portfolio, value $879,313.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 32,453 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $815,552.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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