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Walkner Condon Financial Advisors LLC: UCON position timeline

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

Walkner Condon Financial Advisors LLC held 806,300 UCON shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 806,300 shares
    Change vs previous 13F +66,274 shares

    2.31% of the 13F portfolio, value $20,060,739.

    13F-HR 0001817494-26-000003 filed by Walkner Condon Financial 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 ended2026-03-31
    13F 740,026 shares
    Change vs previous 13F +71,685 shares

    2.42% of the 13F portfolio, value $18,330,450.

    13F-HR 0001817494-26-000002 filed by Walkner Condon Financial 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 ended2025-12-31
    13F 668,341 shares
    Change vs previous 13F +131,569 shares

    2.34% of the 13F portfolio, value $16,822,143.

    13F-HR 0001817494-26-000001 filed by Walkner Condon Financial 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 ended2025-09-30
    13F 536,772 shares
    Change vs previous 13F +69,652 shares

    2.14% of the 13F portfolio, value $13,520,455.

    13F-HR 0001817494-25-000003 filed by Walkner Condon Financial 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 ended2025-06-30
    13F 467,120 shares
    Change vs previous 13F -22,682 shares

    2.14% of the 13F portfolio, value $11,626,617.

    13F-HR 0001085146-25-004588 filed by Walkner Condon Financial 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 ended2025-03-31
    13F 489,802 shares
    Change vs previous 13F +66,220 shares

    2.45% of the 13F portfolio, value $12,122,600.

    13F-HR 0001085146-25-002240 filed by Walkner Condon Financial 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 ended2024-12-31
    13F 423,582 shares
    Change vs previous 13F -29,772 shares

    2.12% of the 13F portfolio, value $10,441,296.

    13F-HR 0001085146-25-000620 filed by Walkner Condon Financial 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 ended2024-09-30
    13F 453,354 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $11,392,786.

    13F-HR 0001085146-24-005264 filed by Walkner Condon Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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