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TruWealth Advisors, LLC: UCON position timeline

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

TruWealth Advisors, LLC held 774,486 UCON shares at 2026-03-31 per its 13F-HR filed 2026-04-09.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 774,486 shares
    Change vs previous 13F -21,504 shares

    0.92% of the 13F portfolio, value $19,183,983.

    13F-HR 0002085853-26-000301 filed by TruWealth 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 ended2025-12-31
    13F 795,990 shares
    Change vs previous 13F +63,903 shares

    0.98% of the 13F portfolio, value $20,035,078.

    13F-HR 0002085853-26-000014 filed by TruWealth 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 732,087 shares
    Change vs previous 13F +345 shares

    0.93% of the 13F portfolio, value $18,440,133.

    13F-HR 0002085853-25-000011 filed by TruWealth 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 ended2025-06-30
    13F 731,742 shares
    Change vs previous 13F +778 shares

    1% of the 13F portfolio, value $18,213,050.

    13F-HR 0001667731-25-000725 filed by TruWealth 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 730,964 shares
    Change vs previous 13F +9,432 shares

    1.09% of the 13F portfolio, value $18,091,367.

    13F-HR 0001667731-25-000395 filed by TruWealth 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 721,532 shares
    Change vs previous 13F +5,898 shares

    1.07% of the 13F portfolio, value $17,785,749.

    13F-HR 0001667731-25-000029 filed by TruWealth 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 ended2024-09-30
    13F 715,634 shares
    Change vs previous 13F +10,578 shares

    1.1% of the 13F portfolio, value $17,983,884.

    13F-HR 0001834985-24-000005 filed by TruWealth 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 ended2024-06-30
    13F 705,056 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $17,238,627.

    13F-HR 0001834985-24-000003 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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