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UNIQUE WEALTH, LLC: EFV position timeline

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

UNIQUE WEALTH, LLC held 185,555 EFV 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 185,555 shares
    Change vs previous 13F +35,087 shares

    1.66% of the 13F portfolio, value $14,204,217.

    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 150,468 shares
    Change vs previous 13F +27,013 shares

    1.55% of the 13F portfolio, value $11,187,291.

    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 123,455 shares
    Change vs previous 13F -44,464 shares

    1.23% of the 13F portfolio, value $8,815,932.

    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 167,919 shares
    Change vs previous 13F +28,090 shares

    1.67% of the 13F portfolio, value $11,389,974.

    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 139,829 shares
    Change vs previous 13F +23,310 shares

    1.43% of the 13F portfolio, value $8,876,371.

    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 116,519 shares
    Change vs previous 13F +60,456 shares

    1.3% of the 13F portfolio, value $6,867,630.

    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 56,063 shares
    Change vs previous 13F +26,626 shares

    0.61% of the 13F portfolio, value $2,941,626.

    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 29,437 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,693,511.

    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).