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Etesian Wealth Advisors, Inc.: UCON position timeline

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

Etesian Wealth Advisors, Inc. held 536,383 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 536,383 shares
    Change vs previous 13F -30,695 shares

    3.94% of the 13F portfolio, value $13,345,214.

    13F-HR 0002085853-26-000840 filed by Etesian Wealth Advisors, 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 567,078 shares
    Change vs previous 13F +3,579 shares

    4.48% of the 13F portfolio, value $14,046,522.

    13F-HR 0002085853-26-000470 filed by Etesian Wealth Advisors, 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 563,499 shares
    Change vs previous 13F +14,709 shares

    4.45% of the 13F portfolio, value $14,183,270.

    13F-HR 0002085853-26-000242 filed by Etesian Wealth Advisors, 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 548,790 shares
    Change vs previous 13F +41,639 shares

    4.57% of the 13F portfolio, value $13,823,169.

    13F-HR 0002085853-25-000147 filed by Etesian Wealth Advisors, 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 507,151 shares
    Change vs previous 13F +50,779 shares

    4.71% of the 13F portfolio, value $12,622,988.

    13F-HR 0001667731-25-000935 filed by Etesian Wealth Advisors, 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 456,372 shares
    Change vs previous 13F +46,887 shares

    4.87% of the 13F portfolio, value $11,295,207.

    13F-HR 0001667731-25-000509 filed by Etesian Wealth Advisors, 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 409,485 shares
    Change vs previous 13F +44,598 shares

    4.46% of the 13F portfolio, value $10,093,805.

    13F-HR 0001667731-25-000139 filed by Etesian Wealth Advisors, Inc.
    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 364,887 shares
    Change vs previous 13F not available

    4.15% of the 13F portfolio, value $9,169,611.

    13F-HR 0001997586-24-000011 filed by Etesian Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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