Skip to content
Disclosery

SlateStone Wealth, LLC: UCON position timeline

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

SlateStone Wealth, LLC held 190,935 UCON shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 190,935 shares
    Change vs previous 13F -10,730 shares

    0.36% of the 13F portfolio, value $4,750,000.

    13F-HR 0001764049-26-000007 filed by SlateStone Wealth, 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 201,665 shares
    Change vs previous 13F -4,934 shares

    0.41% of the 13F portfolio, value $4,995,000.

    13F-HR 0001764049-26-000005 filed by SlateStone Wealth, 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 206,599 shares
    Change vs previous 13F -15,788 shares

    0.44% of the 13F portfolio, value $5,200,000.

    13F-HR 0001764049-26-000003 filed by SlateStone Wealth, 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 222,387 shares
    Change vs previous 13F -162,578 shares

    0.48% of the 13F portfolio, value $5,602,000.

    13F-HR 0001764049-25-000012 filed by SlateStone Wealth, 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 384,965 shares
    Change vs previous 13F -31,218 shares

    0.9% of the 13F portfolio, value $9,582,000.

    13F-HR 0001764049-25-000010 filed by SlateStone Wealth, 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 416,183 shares
    Change vs previous 13F -18,307 shares

    1.03% of the 13F portfolio, value $10,301,000.

    13F-HR 0001764049-25-000004 filed by SlateStone Wealth, 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 434,490 shares
    Change vs previous 13F -23,550 shares

    1.05% of the 13F portfolio, value $10,710,000.

    13F-HR 0001764049-25-000002 filed by SlateStone Wealth, 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 458,040 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $11,511,000.

    13F-HR 0001764049-24-000009 filed by SlateStone Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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