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Tolleson Wealth Management, Inc.: UCON position timeline

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

Tolleson Wealth Management, Inc. held 257,263 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 257,263 shares
    Change vs previous 13F -4,366 shares

    0.86% of the 13F portfolio, value $6,400,703.

    13F-HR 0001772937-26-000010 filed by Tolleson Wealth Management, Inc.
    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 261,629 shares
    Change vs previous 13F -16,832 shares

    0.95% of the 13F portfolio, value $6,480,550.

    13F-HR 0001772937-26-000006 filed by Tolleson Wealth Management, Inc.
    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 278,461 shares
    Change vs previous 13F -36,838 shares

    1.01% of the 13F portfolio, value $7,008,863.

    13F-HR 0001772937-26-000001 filed by Tolleson Wealth Management, Inc.
    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 315,299 shares
    Change vs previous 13F -13,616 shares

    1.23% of the 13F portfolio, value $7,941,877.

    13F-HR 0001772937-25-000016 filed by Tolleson Wealth Management, Inc.
    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/A 328,915 shares
    Change vs previous 13F +44,692 shares

    1.4% of the 13F portfolio, value $8,186,694.

    13F-HR/A 0001772937-25-000014 filed by Tolleson Wealth Management, Inc.
    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 284,223 shares
    Change vs previous 13F -28,865 shares

    1.36% of the 13F portfolio, value $7,034,519.

    13F-HR/A 0001772937-25-000013 filed by Tolleson Wealth Management, Inc.
    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 313,088 shares
    Change vs previous 13F -29,284 shares

    1.58% of the 13F portfolio, value $7,718,000.

    13F-HR 0001772937-25-000004 filed by Tolleson Wealth Management, Inc.
    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 342,372 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $8,604,000.

    13F-HR 0001772937-24-000009 filed by Tolleson Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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