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Disclosery

J.W. COLE ADVISORS, INC.: UCON position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.W. COLE ADVISORS, INC. on UCON, newest first. How the timeline and the estimate are built.

J.W. COLE ADVISORS, INC. held 106,659 UCON shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,659 shares
    Change vs previous 13F +94,959 shares

    0.05% of the 13F portfolio, value $2,653,668.

    13F-HR 0001404763-26-000005 filed by J.W. COLE 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 11,700 shares
    Change vs previous 13F -71,823 shares

    0.01% of the 13F portfolio, value $289,809.

    13F-HR 0001404763-26-000003 filed by J.W. COLE 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 83,523 shares
    Change vs previous 13F +14,013 shares

    0.04% of the 13F portfolio, value $1,807,791.

    13F-HR 0001404763-26-000001 filed by J.W. COLE 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 69,510 shares
    Change vs previous 13F +3,333 shares

    0.03% of the 13F portfolio, value $1,750,852.

    13F-HR 0001404763-25-000002 filed by J.W. COLE 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 66,177 shares
    Change vs previous 13F +13,527 shares

    0.04% of the 13F portfolio, value $1,647,140.

    13F-HR 0001085146-25-004914 filed by J.W. COLE 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 52,650 shares
    Change vs previous 13F +19,972 shares

    0.04% of the 13F portfolio, value $1,303,099.

    13F-HR 0001376474-25-000429 filed by J.W. COLE 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 32,678 shares
    Change vs previous 13F +5,365 shares

    0.03% of the 13F portfolio, value $805,518.

    13F-HR 0001172661-25-000434 filed by J.W. COLE 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 27,313 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $686,369.

    13F-HR 0001172661-24-004355 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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