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Spectrum Wealth Advisory Group, LLC: UCON position timeline

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

Spectrum Wealth Advisory Group, LLC held 76,645 UCON shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,645 shares
    Change vs previous 13F -16,704 shares

    0.54% of the 13F portfolio, value $1,906,935.

    13F-HR 0001776821-26-000003 filed by Spectrum Wealth Advisory Group, 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 93,349 shares
    Change vs previous 13F -18,596 shares

    0.86% of the 13F portfolio, value $2,312,254.

    13F-HR 0001776821-26-000002 filed by Spectrum Wealth Advisory Group, 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 111,945 shares
    Change vs previous 13F -513,786 shares

    1.04% of the 13F portfolio, value $2,817,655.

    13F-HR 0001776821-26-000001 filed by Spectrum Wealth Advisory Group, 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 625,731 shares
    Change vs previous 13F -57,600 shares

    6.51% of the 13F portfolio, value $15,761,136.

    13F-HR 0001776821-25-000006 filed by Spectrum Wealth Advisory Group, 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 683,331 shares
    Change vs previous 13F +302,458 shares

    7.91% of the 13F portfolio, value $17,008,110.

    13F-HR 0001776821-25-000003 filed by Spectrum Wealth Advisory Group, 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 380,873 shares
    Change vs previous 13F +176,485 shares

    4.52% of the 13F portfolio, value $9,426,673.

    13F-HR 0001172661-25-002115 filed by Spectrum Wealth Advisory Group, 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 204,388 shares
    Change vs previous 13F +80,416 shares

    2.38% of the 13F portfolio, value $5,038,144.

    13F-HR 0001172661-25-000436 filed by Spectrum Wealth Advisory Group, 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 123,972 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $3,115,419.

    13F-HR 0001172661-24-004512 filed by Spectrum Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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