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RiverTree Advisors, LLC: UCON position timeline

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

RiverTree Advisors, LLC held 135,348 UCON shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 135,348 shares
    Change vs previous 13F +33,224 shares

    1.99% of the 13F portfolio, value $3,367,451.

    13F-HR 0001872501-26-000003 filed by RiverTree 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 102,124 shares
    Change vs previous 13F +102,124 shares

    1.6% of the 13F portfolio, value $2,529,613.

    13F-HR 0001872501-26-000002 filed by RiverTree 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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -8,699 shares

    13F-HR 0001872501-25-000002 filed by RiverTree Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 8,699 shares
    Change vs previous 13F -5,998 shares

    0.15% of the 13F portfolio, value $216,518.

    13F-HR 0001085146-25-004105 filed by RiverTree 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 ended2025-03-31
    13F 14,697 shares
    Change vs previous 13F -59,466 shares

    0.24% of the 13F portfolio, value $363,751.

    13F-HR 0001085146-25-002180 filed by RiverTree 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 ended2024-12-31
    13F 74,163 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $1,828,118.

    13F-HR 0001085146-25-000242 filed by RiverTree Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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