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Morling Financial Advisors, LLC: UCON position timeline

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

Morling Financial Advisors, LLC held 11,881 UCON shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,881 shares
    Change vs previous 13F -201 shares

    0.08% of the 13F portfolio, value $295,597.

    13F-HR 0001398344-26-013695 filed by Morling Financial Advisors, 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 12,082 shares
    Change vs previous 13F -515 shares

    0.09% of the 13F portfolio, value $299,269.

    13F-HR 0001398344-26-008544 filed by Morling Financial Advisors, 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 12,597 shares
    Change vs previous 13F -2,625 shares

    0.1% of the 13F portfolio, value $317,064.

    13F-HR 0001398344-26-002388 filed by Morling Financial Advisors, 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 15,222 shares
    Change vs previous 13F -1,647 shares

    0.13% of the 13F portfolio, value $383,416.

    13F-HR 0001398344-25-020301 filed by Morling Financial Advisors, 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 16,869 shares
    Change vs previous 13F -1,253,420 shares

    0.14% of the 13F portfolio, value $419,866.

    13F-HR 0001398344-25-014968 filed by Morling Financial Advisors, 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 1,270,289 shares
    Change vs previous 13F +74,112 shares

    10.83% of the 13F portfolio, value $31,439,661.

    13F-HR 0001398344-25-008787 filed by Morling Financial Advisors, 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 1,196,177 shares
    Change vs previous 13F +44,152 shares

    10.28% of the 13F portfolio, value $29,485,758.

    13F-HR 0001398344-25-002229 filed by Morling Financial Advisors, LLC
    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 1,152,025 shares
    Change vs previous 13F not available

    11.03% of the 13F portfolio, value $28,950,390.

    13F-HR 0001398344-24-019000 filed by Morling Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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