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Disclosery

Focus Partners Wealth: UCON position timeline

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

Focus Partners Wealth held 1,021,518 UCON shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,021,518 shares
    Change vs previous 13F -3,200 shares

    0.02% of the 13F portfolio, value $25,415,372.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 999,374 shares
    • Focus Partners Advisor Solutions, LLC: 22,144 shares

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

  2. period ended2026-03-31
    13F 1,024,718 shares
    Change vs previous 13F +67,131 shares

    0.03% of the 13F portfolio, value $25,382,285.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,002,574 shares
    • Focus Partners Advisor Solutions, LLC: 22,144 shares

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

  3. period ended2025-12-31
    13F 957,587 shares
    Change vs previous 13F +64,861 shares

    0.03% of the 13F portfolio, value $24,047,200.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 892,726 shares
    Change vs previous 13F +114,096 shares

    0.04% of the 13F portfolio, value $22,491,216.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 778,630 shares
    Change vs previous 13F +122,030 shares

    0.04% of the 13F portfolio, value $19,380,102.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 656,600 shares
    Change vs previous 13F -38,440 shares

    0.04% of the 13F portfolio, value $16,250,866.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 695,040 shares
    Change vs previous 13F +82,056 shares

    0.04% of the 13F portfolio, value $17,132,750.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 612,984 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $15,404,322.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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