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PUFF WEALTH MANAGEMENT, LLC: UCON position timeline

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

PUFF WEALTH MANAGEMENT, LLC held 41,555 UCON shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 41,555 shares
    Change vs previous 13F -12,902 shares

    0.93% of the 13F portfolio, value $986,727.

    13F-HR 0002085853-26-001100 filed by PUFF WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 54,457 shares
    Change vs previous 13F -10,056 shares

    1.38% of the 13F portfolio, value $1,354,888.

    13F-HR 0002085853-26-000648 filed by PUFF WEALTH MANAGEMENT, 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 64,513 shares
    Change vs previous 13F -9,392 shares

    2.1% of the 13F portfolio, value $1,624,119.

    13F-HR 0002085853-26-000011 filed by PUFF WEALTH MANAGEMENT, 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 73,905 shares
    Change vs previous 13F -4,652 shares

    2.83% of the 13F portfolio, value $1,861,562.

    13F-HR 0002085853-25-000009 filed by PUFF WEALTH MANAGEMENT, 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 78,557 shares
    Change vs previous 13F -4,245 shares

    3.2% of the 13F portfolio, value $1,955,272.

    13F-HR 0001667731-25-001133 filed by PUFF WEALTH MANAGEMENT, 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 82,802 shares
    Change vs previous 13F +1,079 shares

    3.62% of the 13F portfolio, value $2,049,340.

    13F-HR 0001667731-25-000431 filed by PUFF WEALTH MANAGEMENT, 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 81,723 shares
    Change vs previous 13F not available

    3.51% of the 13F portfolio, value $2,014,483.

    13F-HR 0001667731-25-000188 filed by PUFF WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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