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COLUMBIA ADVISORY PARTNERS LLC: UCON position timeline

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

COLUMBIA ADVISORY PARTNERS LLC held 65,463 UCON shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,463 shares
    Change vs previous 13F -214 shares

    0.9% of the 13F portfolio, value $1,628,719.

    13F-HR 0001808179-26-000005 filed by COLUMBIA ADVISORY PARTNERS 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 65,677 shares
    Change vs previous 13F -394 shares

    1.04% of the 13F portfolio, value $1,626,819.

    13F-HR 0001808179-26-000004 filed by COLUMBIA ADVISORY PARTNERS 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 66,071 shares
    Change vs previous 13F -5,380 shares

    1.13% of the 13F portfolio, value $1,663,007.

    13F-HR 0001808179-26-000001 filed by COLUMBIA ADVISORY PARTNERS 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 71,451 shares
    Change vs previous 13F +17,265 shares

    1.24% of the 13F portfolio, value $1,799,740.

    13F-HR 0001808179-25-000008 filed by COLUMBIA ADVISORY PARTNERS 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 54,186 shares
    Change vs previous 13F -2,536 shares

    1.02% of the 13F portfolio, value $1,348,690.

    13F-HR 0001808179-25-000005 filed by COLUMBIA ADVISORY PARTNERS 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 56,722 shares
    Change vs previous 13F +921 shares

    1.22% of the 13F portfolio, value $1,403,870.

    13F-HR 0001808179-25-000004 filed by COLUMBIA ADVISORY PARTNERS 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 55,801 shares
    Change vs previous 13F +5,791 shares

    1.28% of the 13F portfolio, value $1,375,495.

    13F-HR 0001808179-25-000002 filed by COLUMBIA ADVISORY PARTNERS 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 50,010 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $1,256,751.

    13F-HR 0001808179-24-000006 filed by COLUMBIA ADVISORY PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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