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Disclosery

CWM, LLC: UCON position timeline

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

CWM, LLC held 497,973 UCON shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 497,973 shares
    Change vs previous 13F +132,621 shares

    0.03% of the 13F portfolio, value $12,334,791.

    13F-HR 0001580642-26-003177 filed by CWM, 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 365,352 shares
    Change vs previous 13F +187,748 shares

    0.02% of the 13F portfolio, value $9,196,000.

    13F-HR 0001580642-26-000404 filed by CWM, 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 177,604 shares
    Change vs previous 13F +64,378 shares

    0.01% of the 13F portfolio, value $4,474,000.

    13F-HR 0001580642-25-006592 filed by CWM, 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 113,226 shares
    Change vs previous 13F +57,545 shares

    0.01% of the 13F portfolio, value $2,818,000.

    13F-HR 0001580642-25-004473 filed by CWM, 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 55,681 shares
    Change vs previous 13F -2,800 shares

    0.01% of the 13F portfolio, value $1,378,000.

    13F-HR 0001580642-25-002731 filed by CWM, 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 58,481 shares
    Change vs previous 13F -7,305 shares

    0.01% of the 13F portfolio, value $1,442,000.

    13F-HR 0001580642-25-000735 filed by CWM, 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 65,786 shares
    Change vs previous 13F +2,384 shares

    0.01% of the 13F portfolio, value $1,653,000.

    13F-HR 0001580642-24-006078 filed by CWM, 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 63,402 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,550,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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