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Disclosery

Holistic Financial Partners: UCON position timeline

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

Holistic Financial Partners held 168,531 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 168,531 shares
    Change vs previous 13F -336,006 shares

    2.56% of the 13F portfolio, value $4,193,043.

    13F-HR 0001765380-26-000225 filed by Holistic Financial Partners
    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 504,537 shares
    Change vs previous 13F +31,882 shares

    4.65% of the 13F portfolio, value $12,497,384.

    13F-HR 0001729304-26-000003 filed by Holistic Financial Partners
    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 472,655 shares
    Change vs previous 13F +107,787 shares

    4.31% of the 13F portfolio, value $11,896,735.

    13F-HR 0001729304-26-000001 filed by Holistic Financial Partners
    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 364,868 shares
    Change vs previous 13F +12,902 shares

    3.76% of the 13F portfolio, value $9,190,482.

    13F-HR 0001729304-25-000003 filed by Holistic Financial Partners
    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 351,966 shares
    Change vs previous 13F +132,376 shares

    3.83% of the 13F portfolio, value $8,760,434.

    13F-HR 0001765380-25-000285 filed by Holistic Financial Partners
    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 219,590 shares
    Change vs previous 13F +78,529 shares

    2.62% of the 13F portfolio, value $5,434,849.

    13F-HR 0001765380-25-000171 filed by Holistic Financial Partners
    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 141,061 shares
    Change vs previous 13F +30,307 shares

    1.73% of the 13F portfolio, value $3,477,145.

    13F-HR 0001765380-25-000036 filed by Holistic Financial Partners
    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 110,754 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $2,783,252.

    13F-HR 0001765380-24-000410 filed by Holistic Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

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