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Boyce & Associates Wealth Consulting, Inc.: UCON position timeline

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

Boyce & Associates Wealth Consulting, Inc. held 223,938 UCON shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 223,938 shares
    Change vs previous 13F -133,562 shares

    3.23% of the 13F portfolio, value $5,317,397.

    13F-HR 0001754960-26-000870 filed by Boyce & Associates Wealth Consulting, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 357,500 shares
    Change vs previous 13F +2,256 shares

    6.17% of the 13F portfolio, value $8,894,593.

    13F-HR 0001754960-26-000612 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 355,244 shares
    Change vs previous 13F -5,872 shares

    6.66% of the 13F portfolio, value $8,799,392.

    13F-HR 0001754960-26-000236 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 361,116 shares
    Change vs previous 13F -3,937 shares

    7.62% of the 13F portfolio, value $9,089,393.

    13F-HR 0001754960-26-000086 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 365,053 shares
    Change vs previous 13F -60,076 shares

    7.52% of the 13F portfolio, value $9,195,111.

    13F-HR 0001754960-25-000704 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 425,129 shares
    Change vs previous 13F -12,116 shares

    9.66% of the 13F portfolio, value $10,581,456.

    13F-HR 0001754960-25-000388 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 437,245 shares
    Change vs previous 13F +18,275 shares

    10.82% of the 13F portfolio, value $10,821,825.

    13F-HR 0001754960-25-000271 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 418,970 shares
    Change vs previous 13F not available

    10.45% of the 13F portfolio, value $10,327,615.

    13F-HR 0001754960-25-000006 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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