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Disclosery

HCR Wealth Advisors: UCON position timeline

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

HCR Wealth Advisors held 99,819 UCON shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,819 shares
    Change vs previous 13F +15,264 shares

    0.22% of the 13F portfolio, value $2,483,496.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 84,555 shares
    Change vs previous 13F +18,717 shares

    0.22% of the 13F portfolio, value $2,094,427.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 65,838 shares
    Change vs previous 13F +11,620 shares

    0.16% of the 13F portfolio, value $1,657,142.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    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 54,218 shares
    Change vs previous 13F +24,400 shares

    0.14% of the 13F portfolio, value $1,370,088.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    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 29,818 shares
    Change vs previous 13F +17,765 shares

    0.09% of the 13F portfolio, value $742,170.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    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 12,053 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $298,311.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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