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Great Point Wealth Advisors, LLC: UCON position timeline

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

Great Point Wealth Advisors, LLC held 699,400 UCON shares at 2025-03-31 per its 13F-HR filed 2025-04-28.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 699,400 shares
    Change vs previous 13F +146,753 shares

    3.75% of the 13F portfolio, value $17,310,155.

    13F-HR 0001760304-25-000003 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 552,647 shares
    Change vs previous 13F +32,534 shares

    2.98% of the 13F portfolio, value $13,622,759.

    13F-HR 0001760304-25-000002 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 520,113 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $13,070,452.

    13F-HR 0001760304-24-000008 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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