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Kestra Advisory Services, LLC: UCON position timeline

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

Kestra Advisory Services, LLC held 1,289,349 UCON shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,289,349 shares
    Change vs previous 13F -19,748 shares

    0.08% of the 13F portfolio, value $32,079,007.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 801,883 shares
    • Kestra Advisory Services, LLC: 487,466 shares

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

  2. period ended2026-03-31
    13F 1,309,097 shares
    Change vs previous 13F +31,397 shares

    0.09% of the 13F portfolio, value $32,426,350.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 802,977 shares
    • Kestra Advisory Services, LLC: 506,120 shares

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

  3. period ended2025-12-31
    13F 1,277,700 shares
    Change vs previous 13F +60,758 shares

    0.1% of the 13F portfolio, value $32,159,703.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 715,210 shares
    • Kestra Advisory Services, LLC: 562,490 shares

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

  4. period ended2025-09-30
    13F 1,216,942 shares
    Change vs previous 13F +34,037 shares

    0.1% of the 13F portfolio, value $30,652,888.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 681,127 shares
    • Kestra Advisory Services, LLC: 535,815 shares

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

  5. period ended2025-06-30
    13F 1,182,905 shares
    Change vs previous 13F -42,318 shares

    0.11% of the 13F portfolio, value $29,442,513.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 660,003 shares
    • Kestra Advisory Services, LLC: 522,902 shares

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

  6. period ended2025-03-31
    13F 1,225,223 shares
    Change vs previous 13F +79,963 shares

    0.11% of the 13F portfolio, value $30,324,270.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 702,985 shares
    • Kestra Advisory Services, LLC: 522,238 shares

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

  7. period ended2024-12-31
    13F 1,145,260 shares
    Change vs previous 13F +60,661 shares

    0.12% of the 13F portfolio, value $28,230,659.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 664,856 shares
    • Kestra Advisory Services, LLC: 480,404 shares

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

  8. period ended2024-09-30
    13F 1,084,599 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $27,255,965.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 634,559 shares
    • Kestra Advisory Services, LLC: 450,040 shares

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