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Disclosery

Goldstone Financial Group, LLC: UCON position timeline

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

Goldstone Financial Group, LLC held 215,659 UCON shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 215,659 shares
    Change vs previous 13F -39,089 shares

    0.49% of the 13F portfolio, value $5,365,595.

    13F-HR 0002040021-26-000003 filed by Goldstone Financial Group, 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 254,748 shares
    Change vs previous 13F -58,975 shares

    0.68% of the 13F portfolio, value $6,310,106.

    13F-HR 0002040021-26-000002 filed by Goldstone Financial Group, 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 313,723 shares
    Change vs previous 13F +11,794 shares

    0.88% of the 13F portfolio, value $7,896,397.

    13F-HR 0002040021-26-000001 filed by Goldstone Financial Group, 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 301,929 shares
    Change vs previous 13F +14,311 shares

    0.9% of the 13F portfolio, value $7,605,136.

    13F-HR 0002040021-25-000003 filed by Goldstone Financial Group, 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 287,618 shares
    Change vs previous 13F -6,008 shares

    0.94% of the 13F portfolio, value $7,147,319.

    13F-HR 0001213900-25-062010 filed by Goldstone Financial Group, 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 293,626 shares
    Change vs previous 13F +3,112 shares

    1.1% of the 13F portfolio, value $7,267,247.

    13F-HR 0001213900-25-032437 filed by Goldstone Financial Group, 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 290,514 shares
    Change vs previous 13F +75,928 shares

    1.12% of the 13F portfolio, value $7,161,173.

    13F-HR 0001213900-25-003507 filed by Goldstone Financial Group, 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 214,586 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $5,392,555.

    13F-HR 0001213900-24-090965 filed by Goldstone Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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