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Disclosery

XML Financial, LLC: UCON position timeline

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

XML Financial, LLC held 354,461 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 354,461 shares
    Change vs previous 13F +1,627 shares

    0.64% of the 13F portfolio, value $8,818,995.

    13F-HR 0001725547-26-000254 filed by XML Financial, 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 352,834 shares
    Change vs previous 13F +39,601 shares

    0.71% of the 13F portfolio, value $8,739,695.

    13F-HR 0001725547-26-000139 filed by XML Financial, 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 313,233 shares
    Change vs previous 13F -16,883 shares

    0.64% of the 13F portfolio, value $7,884,075.

    13F-HR 0001725547-26-000074 filed by XML Financial, 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 330,116 shares
    Change vs previous 13F +21,442 shares

    0.68% of the 13F portfolio, value $8,315,090.

    13F-HR 0001725547-25-004125 filed by XML Financial, 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 308,674 shares
    Change vs previous 13F +301 shares

    0.67% of the 13F portfolio, value $7,682,899.

    13F-HR 0001725547-25-003469 filed by XML Financial, 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 308,373 shares
    Change vs previous 13F -7,862 shares

    0.71% of the 13F portfolio, value $7,632,232.

    13F-HR 0001725547-25-001441 filed by XML Financial, 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 316,235 shares
    Change vs previous 13F +16,610 shares

    0.71% of the 13F portfolio, value $7,795,204.

    13F-HR 0001725547-25-000138 filed by XML Financial, 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 299,625 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $7,529,573.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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