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TrueWealth Advisors, LLC: UCON position timeline

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

TrueWealth Advisors, LLC held 268,090 UCON shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 268,090 shares
    Change vs previous 13F +4,400 shares

    1.43% of the 13F portfolio, value $6,365,803.

    13F-HR 0002085853-26-001125 filed by TrueWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 263,690 shares
    Change vs previous 13F +1,816 shares

    1.48% of the 13F portfolio, value $6,560,619.

    13F-HR 0002085853-26-000650 filed by TrueWealth 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 ended2026-03-31
    13F 261,874 shares
    Change vs previous 13F +21,170 shares

    1.63% of the 13F portfolio, value $6,486,607.

    13F-HR 0002085853-26-000303 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 240,704 shares
    Change vs previous 13F -1,539 shares

    1.57% of the 13F portfolio, value $6,058,515.

    13F-HR 0002085853-26-000015 filed by TrueWealth 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 ended2025-09-30
    13F 242,243 shares
    Change vs previous 13F +5,357 shares

    1.65% of the 13F portfolio, value $6,101,731.

    13F-HR 0002085853-25-000096 filed by TrueWealth 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 ended2025-06-30
    13F 236,886 shares
    Change vs previous 13F +37,287 shares

    1.74% of the 13F portfolio, value $5,896,091.

    13F-HR 0001817714-25-000004 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 199,599 shares
    Change vs previous 13F +41,868 shares

    1.62% of the 13F portfolio, value $4,940,073.

    13F-HR 0001817714-25-000003 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 157,731 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $3,888,059.

    13F-HR 0001817714-25-000002 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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