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Disclosery

Savvy Advisors, Inc.: UCON position timeline

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

Savvy Advisors, Inc. held 13,373 UCON shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,373 shares
    Change vs previous 13F -3,570 shares

    0.01% of the 13F portfolio, value $332,732.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 16,943 shares
    Change vs previous 13F -5,691 shares

    0.01% of the 13F portfolio, value $419,690.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    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 22,634 shares
    Change vs previous 13F +7,126 shares

    0.02% of the 13F portfolio, value $569,710.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    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 15,508 shares
    Change vs previous 13F +405 shares

    0.02% of the 13F portfolio, value $390,622.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
    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 15,103 shares
    Change vs previous 13F -4,945 shares

    0.03% of the 13F portfolio, value $375,914.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
    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 20,048 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $496,188.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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