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Philip James Wealth Mangement, LLC: UCON position timeline

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

Philip James Wealth Mangement, LLC held 174,823 UCON shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 174,823 shares
    Change vs previous 13F -14,871 shares

    0.49% of the 13F portfolio, value $4,349,072.

    13F-HR 0002002630-26-000004 filed by Philip James Wealth Mangement, 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 189,694 shares
    Change vs previous 13F -48,882 shares

    0.54% of the 13F portfolio, value $4,698,724.

    13F-HR 0002002630-26-000002 filed by Philip James Wealth Mangement, 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 238,576 shares
    Change vs previous 13F +3,096 shares

    0.7% of the 13F portfolio, value $6,004,968.

    13F-HR 0002002630-26-000001 filed by Philip James Wealth Mangement, 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 235,480 shares
    Change vs previous 13F -83,853 shares

    0.69% of the 13F portfolio, value $5,931,376.

    13F-HR 0002002630-25-000006 filed by Philip James Wealth Mangement, 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 319,333 shares
    Change vs previous 13F +1,601 shares

    1.01% of the 13F portfolio, value $7,948,206.

    13F-HR 0002002630-25-000003 filed by Philip James Wealth Mangement, 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 317,732 shares
    Change vs previous 13F -26,679 shares

    0.96% of the 13F portfolio, value $7,863,871.

    13F-HR 0002002630-25-000002 filed by Philip James Wealth Mangement, 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 344,411 shares
    Change vs previous 13F -159,051 shares

    1.1% of the 13F portfolio, value $8,489,741.

    13F-HR 0002002630-25-000001 filed by Philip James Wealth Mangement, 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 503,462 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $12,651,995.

    13F-HR 0002002630-24-000005 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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