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IFP Advisors, Inc: UCON position timeline

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

IFP Advisors, Inc held 1,129,539 UCON shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,129,539 shares
    Change vs previous 13F +236,972 shares

    0.51% of the 13F portfolio, value $28,102,930.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    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 892,567 shares
    Change vs previous 13F +32,263 shares

    0.46% of the 13F portfolio, value $22,108,885.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    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 860,304 shares
    Change vs previous 13F -34,080 shares

    0.49% of the 13F portfolio, value $21,653,852.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    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/A 894,384 shares
    Change vs previous 13F -54,221 shares

    0.59% of the 13F portfolio, value $22,528,102.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    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 948,605 shares
    Change vs previous 13F +113,986 shares

    0.67% of the 13F portfolio, value $23,610,782.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    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 834,619 shares
    Change vs previous 13F -382,200 shares

    0.64% of the 13F portfolio, value $20,656,888.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    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 1,216,819 shares
    Change vs previous 13F +48,391 shares

    0.98% of the 13F portfolio, value $29,994,664.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    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 1,168,428 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $29,362,619.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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