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Aptus Capital Advisors, LLC: UCON position timeline

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

Aptus Capital Advisors, LLC held 1,400,315 UCON shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,400,315 shares
    Change vs previous 13F +16,860 shares

    0.25% of the 13F portfolio, value $34,839,847.

    13F-HR 0001398344-26-014189 filed by Aptus Capital 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 1,383,455 shares
    Change vs previous 13F +80,585 shares

    0.29% of the 13F portfolio, value $34,268,169.

    13F-HR 0001398344-26-008931 filed by Aptus Capital 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 1,302,870 shares
    Change vs previous 13F +991,683 shares

    0.28% of the 13F portfolio, value $32,793,242.

    13F-HR 0001398344-26-003004 filed by Aptus Capital 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 311,187 shares
    Change vs previous 13F -7,981 shares

    0.07% of the 13F portfolio, value $7,838,326.

    13F-HR 0001398344-25-020792 filed by Aptus Capital 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 319,168 shares
    Change vs previous 13F +13,896 shares

    0.08% of the 13F portfolio, value $7,944,095.

    13F-HR 0001398344-25-014888 filed by Aptus Capital 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 305,272 shares
    Change vs previous 13F -1,553,066 shares

    0.09% of the 13F portfolio, value $7,555,474.

    13F-HR 0001398344-25-009294 filed by Aptus Capital 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 1,858,338 shares
    Change vs previous 13F +339,001 shares

    0.55% of the 13F portfolio, value $45,808,020.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, 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 1,519,337 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $38,180,939.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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