Legacy Wealth Managment, LLC/ID: UCON position timeline

Legacy Wealth Managment, LLC/ID held 44,880 UCON shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 44,880 shares

   Change vs previous 13F +17,305 shares

   0.46% of the 13F portfolio, value $1,116,620.

   13F-HR 0002045082-26-000005 filed by Legacy Wealth Managment, LLC/ID
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 27,575 shares

   Change vs previous 13F -44,770 shares

   0.34% of the 13F portfolio, value $683,036.

   13F-HR 0002045082-26-000002 filed by Legacy Wealth Managment, LLC/ID
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 72,345 shares

   Change vs previous 13F -3,254 shares

   0.87% of the 13F portfolio, value $1,820,923.

   13F-HR 0002045082-26-000001 filed by Legacy Wealth Managment, LLC/ID
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 75,599 shares

   Change vs previous 13F -201,255 shares

   0.86% of the 13F portfolio, value $1,904,235.

   13F-HR 0002045082-25-000005 filed by Legacy Wealth Managment, LLC/ID
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 276,854 shares

   Change vs previous 13F +149,128 shares

   3.65% of the 13F portfolio, value $6,890,898.

   13F-HR 0002044858-25-000009 filed by Legacy Wealth Managment, LLC/ID
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 127,726 shares

   Change vs previous 13F -23,424 shares

   2.3% of the 13F portfolio, value $3,161,221.

   13F-HR 0002044858-25-000007 filed by Legacy Wealth Managment, LLC/ID
   Filed 2025-05-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 151,150 shares

   Change vs previous 13F +2,437 shares

   2.45% of the 13F portfolio, value $3,734,918.

   13F-HR 0002045082-25-000001 filed by Legacy Wealth Managment, LLC/ID
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 148,713 shares

   Change vs previous 13F not available

   2.24% of the 13F portfolio, value $3,671,725.

   13F-HR 0002045082-24-000001 filed by Legacy Wealth Managment, LLC/ID
   Filed 2024-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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