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Certified Advisory Corp: UCON position timeline

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

Certified Advisory Corp held 303,176 UCON shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 303,176 shares
    Change vs previous 13F -9,739 shares

    0.61% of the 13F portfolio, value $7,543,027.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 312,915 shares
    Change vs previous 13F -2,196 shares

    0.7% of the 13F portfolio, value $7,750,916.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 315,111 shares
    Change vs previous 13F -4,912 shares

    0.72% of the 13F portfolio, value $7,931,342.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 320,023 shares
    Change vs previous 13F -30,065 shares

    0.77% of the 13F portfolio, value $8,060,888.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 350,088 shares
    Change vs previous 13F -8,046 shares

    0.91% of the 13F portfolio, value $8,713,702.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 358,134 shares
    Change vs previous 13F -170 shares

    1% of the 13F portfolio, value $8,863,823.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 358,304 shares
    Change vs previous 13F +18,008 shares

    0.96% of the 13F portfolio, value $8,832,190.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 340,296 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $8,551,627.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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