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Arkadios Wealth Advisors: UCON position timeline

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

Arkadios Wealth Advisors held 29,269 UCON shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,269 shares
    Change vs previous 13F -1,033,591 shares

    0.01% of the 13F portfolio, value $728,219.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 1,062,860 shares
    Change vs previous 13F +1,029,981 shares

    0.44% of the 13F portfolio, value $26,327,045.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 32,879 shares
    Change vs previous 13F +290 shares

    0.02% of the 13F portfolio, value $827,559.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 32,589 shares
    Change vs previous 13F -1,941 shares

    0.02% of the 13F portfolio, value $820,878.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 34,530 shares
    Change vs previous 13F +23,116 shares

    0.03% of the 13F portfolio, value $859,440.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 11,414 shares
    Change vs previous 13F -3,305 shares

    0.01% of the 13F portfolio, value $282,486.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 14,719 shares
    Change vs previous 13F -784 shares

    0.02% of the 13F portfolio, value $362,824.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 15,503 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $389,600.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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