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Cyndeo Wealth Partners, LLC: UCON position timeline

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

Cyndeo Wealth Partners, LLC held 872,866 UCON shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 872,866 shares
    Change vs previous 13F +32,949 shares

    1.02% of the 13F portfolio, value $21,716,918.

    13F-HR 0001950947-26-000003 filed by Cyndeo Wealth 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 839,917 shares
    Change vs previous 13F +66,244 shares

    1.09% of the 13F portfolio, value $20,804,746.

    13F-HR 0001950947-26-000002 filed by Cyndeo Wealth 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 773,673 shares
    Change vs previous 13F +32,015 shares

    1.05% of the 13F portfolio, value $19,473,351.

    13F-HR 0001950947-26-000001 filed by Cyndeo Wealth 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 741,658 shares
    Change vs previous 13F -1,785 shares

    1.04% of the 13F portfolio, value $18,681,221.

    13F-HR 0001950947-25-000006 filed by Cyndeo Wealth 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 743,443 shares
    Change vs previous 13F +7,356 shares

    1.1% of the 13F portfolio, value $18,504,296.

    13F-HR 0001950947-25-000004 filed by Cyndeo Wealth 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 736,087 shares
    Change vs previous 13F +50,976 shares

    1.2% of the 13F portfolio, value $18,218,143.

    13F-HR 0001950947-25-000002 filed by Cyndeo Wealth 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 685,111 shares
    Change vs previous 13F +22,724 shares

    1.14% of the 13F portfolio, value $16,887,980.

    13F-HR 0001950947-25-000001 filed by Cyndeo Wealth 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 662,387 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $16,645,795.

    13F-HR 0001950947-24-000004 filed by Cyndeo Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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