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UNIQUE WEALTH, LLC: EFG position timeline

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

UNIQUE WEALTH, LLC held 7,581 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,581 shares
    Change vs previous 13F +325 shares

    0.11% of the 13F portfolio, value $943,254.

    13F-HR 0001957124-26-000003 filed by UNIQUE WEALTH, LLC
    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 7,256 shares
    Change vs previous 13F -1,663 shares

    0.11% of the 13F portfolio, value $808,125.

    13F-HR 0001957124-26-000002 filed by UNIQUE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 8,919 shares
    Change vs previous 13F -45,296 shares

    0.14% of the 13F portfolio, value $1,016,077.

    13F-HR 0001957124-26-000001 filed by UNIQUE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 54,215 shares
    Change vs previous 13F +7,458 shares

    0.91% of the 13F portfolio, value $6,173,997.

    13F-HR 0001957124-25-000007 filed by UNIQUE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 46,757 shares
    Change vs previous 13F +5,043 shares

    0.85% of the 13F portfolio, value $5,236,776.

    13F-HR 0001957124-25-000003 filed by UNIQUE WEALTH, LLC
    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 41,714 shares
    Change vs previous 13F +9,864 shares

    0.79% of the 13F portfolio, value $4,171,400.

    13F-HR 0001957124-25-000002 filed by UNIQUE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 31,850 shares
    Change vs previous 13F +18,159 shares

    0.64% of the 13F portfolio, value $3,084,036.

    13F-HR 0001957124-25-000001 filed by UNIQUE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 13,691 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,473,836.

    13F-HR 0001957124-24-000007 filed by UNIQUE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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