Skip to content

Commonwealth Financial Services, LLC: UCON position timeline

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

Commonwealth Financial Services, LLC held 153,000 UCON shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 153,000 shares
    Change vs previous 13F -612,621 shares

    0.51% of the 13F portfolio, value $3,806,640.

    13F-HR 0001536755-26-000007 filed by Commonwealth Financial Services, 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 765,621 shares
    Change vs previous 13F +55,846 shares

    3% of the 13F portfolio, value $18,964,427.

    13F-HR 0001536755-26-000005 filed by Commonwealth Financial Services, 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 709,775 shares
    Change vs previous 13F +9,765 shares

    2.95% of the 13F portfolio, value $17,865,025.

    13F-HR 0001536755-26-000003 filed by Commonwealth Financial Services, 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 700,010 shares
    Change vs previous 13F +7,064 shares

    3.02% of the 13F portfolio, value $17,632,173.

    13F-HR 0001536755-25-000015 filed by Commonwealth Financial Services, 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 692,946 shares
    Change vs previous 13F -21,329 shares

    3.32% of the 13F portfolio, value $17,247,437.

    13F-HR 0001536755-25-000010 filed by Commonwealth Financial Services, 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 714,275 shares
    Change vs previous 13F -13,466 shares

    3.62% of the 13F portfolio, value $17,678,318.

    13F-HR 0001536755-25-000007 filed by Commonwealth Financial Services, 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 727,741 shares
    Change vs previous 13F +422 shares

    3.52% of the 13F portfolio, value $17,938,823.

    13F-HR 0001536755-25-000003 filed by Commonwealth Financial Services, 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 727,319 shares
    Change vs previous 13F not available

    3.61% of the 13F portfolio, value $18,292,066.

    13F-HR 0001536755-24-000015 filed by Commonwealth Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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