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Wagner Wealth Management, LLC: UCON position timeline

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

Wagner Wealth Management, LLC held 859,217 UCON shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 859,217 shares
    Change vs previous 13F -173,979 shares

    3.95% of the 13F portfolio, value $21,377,319.

    13F-HR 0001398344-26-012623 filed by Wagner Wealth Management, 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 1,033,196 shares
    Change vs previous 13F -80,808 shares

    5.17% of the 13F portfolio, value $25,592,265.

    13F-HR 0001398344-26-007056 filed by Wagner Wealth Management, 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 1,114,004 shares
    Change vs previous 13F +45,526 shares

    5.96% of the 13F portfolio, value $28,039,481.

    13F-HR 0001398344-26-001683 filed by Wagner Wealth Management, 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 1,068,478 shares
    Change vs previous 13F +262,983 shares

    6.25% of the 13F portfolio, value $26,913,312.

    13F-HR 0001398344-25-019410 filed by Wagner Wealth Management, 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 805,495 shares
    Change vs previous 13F -1,410,822 shares

    4.57% of the 13F portfolio, value $20,048,778.

    13F-HR 0001398344-25-013237 filed by Wagner Wealth Management, 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 2,216,317 shares
    Change vs previous 13F +158,958 shares

    13.67% of the 13F portfolio, value $54,853,839.

    13F-HR 0001398344-25-007278 filed by Wagner Wealth Management, 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 2,057,359 shares
    Change vs previous 13F +345,506 shares

    13.08% of the 13F portfolio, value $50,713,890.

    13F-HR 0001398344-25-001312 filed by Wagner Wealth Management, 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 1,711,853 shares
    Change vs previous 13F not available

    11.61% of the 13F portfolio, value $43,018,877.

    13F-HR 0001398344-24-018774 filed by Wagner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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