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PKS Advisory Services, LLC: UCON position timeline

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

PKS Advisory Services, LLC held 51,934 UCON shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,934 shares
    Change vs previous 13F +999 shares

    0.21% of the 13F portfolio, value $1,292,082.

    13F-HR 0001605401-26-000003 filed by PKS Advisory Services, 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 50,935 shares
    Change vs previous 13F -12,270 shares

    0.3% of the 13F portfolio, value $1,270,091.

    13F-HR 0001605401-26-000002 filed by PKS Advisory Services, 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 63,205 shares
    Change vs previous 13F -1,667 shares

    0.36% of the 13F portfolio, value $1,590,865.

    13F-HR 0001605401-26-000001 filed by PKS Advisory Services, 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 64,872 shares
    Change vs previous 13F -7,406 shares

    0.34% of the 13F portfolio, value $1,634,020.

    13F-HR 0001605401-25-000005 filed by PKS Advisory Services, 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 72,278 shares
    Change vs previous 13F +22,721 shares

    0.46% of the 13F portfolio, value $1,798,918.

    13F-HR 0001221073-25-000075 filed by PKS Advisory Services, 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 49,557 shares
    Change vs previous 13F -1,168 shares

    0.34% of the 13F portfolio, value $1,226,460.

    13F-HR 0001221073-25-000056 filed by PKS Advisory Services, 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 50,725 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,250,384.

    13F-HR 0001221073-25-000032 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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