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Disclosery

Holos Integrated Wealth LLC: UCON position timeline

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

Holos Integrated Wealth LLC held 97,695 UCON shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,695 shares
    Change vs previous 13F -18,025 shares

    1.13% of the 13F portfolio, value $2,425,767.

    13F-HR 0001437749-26-023590 filed by Holos Integrated Wealth 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 115,720 shares
    Change vs previous 13F -43,152 shares

    1.46% of the 13F portfolio, value $2,876,809.

    13F-HR 0001437749-26-011783 filed by Holos Integrated Wealth 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 158,872 shares
    Change vs previous 13F -394,164 shares

    2.23% of the 13F portfolio, value $3,999,606.

    13F-HR 0001437749-26-000265 filed by Holos Integrated Wealth 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 553,036 shares
    Change vs previous 13F +23,220 shares

    8.22% of the 13F portfolio, value $13,964,167.

    13F-HR 0001437749-26-000274 filed by Holos Integrated Wealth 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 529,816 shares
    Change vs previous 13F -6,246 shares

    7.94% of the 13F portfolio, value $13,203,023.

    13F-HR 0001437749-25-026425 filed by Holos Integrated Wealth 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 536,062 shares
    Change vs previous 13F +25,033 shares

    8.7% of the 13F portfolio, value $13,267,542.

    13F-HR 0001437749-25-025661 filed by Holos Integrated Wealth 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 511,029 shares
    Change vs previous 13F not available

    8.61% of the 13F portfolio, value $12,596,864.

    13F-HR 0001437749-25-025660 filed by Holos Integrated Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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