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Collaborative Wealth Managment Inc.: UCON position timeline

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

Collaborative Wealth Managment Inc. held 604,554 UCON shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 604,554 shares
    Change vs previous 13F +36,650 shares

    6.33% of the 13F portfolio, value $15,041,299.

    13F-HR 0001896419-26-000005 filed by Collaborative Wealth Managment Inc.
    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 567,904 shares
    Change vs previous 13F +341,030 shares

    6.48% of the 13F portfolio, value $14,066,984.

    13F-HR 0001896419-26-000003 filed by Collaborative Wealth Managment Inc.
    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 226,874 shares
    Change vs previous 13F +91,732 shares

    2.01% of the 13F portfolio, value $5,710,431.

    13F-HR 0001896419-26-000001 filed by Collaborative Wealth Managment Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 135,142 shares
    Change vs previous 13F +60,763 shares

    1.38% of the 13F portfolio, value $3,404,013.

    13F-HR 0001896419-25-000007 filed by Collaborative Wealth Managment Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 74,379 shares
    Change vs previous 13F +45,546 shares

    0.81% of the 13F portfolio, value $1,851,304.

    13F-HR 0001896419-25-000006 filed by Collaborative Wealth Managment Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 28,833 shares
    Change vs previous 13F +8,168 shares

    0.33% of the 13F portfolio, value $713,615.

    13F-HR 0001896419-25-000004 filed by Collaborative Wealth Managment Inc.
    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 20,665 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $509,397.

    13F-HR 0001896419-25-000002 filed by Collaborative Wealth Managment Inc.
    Filed (acceptance time not in the bulk data set), ingested

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