Skip to content
Disclosery

UNIQUE WEALTH, LLC: FDVV position timeline

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

UNIQUE WEALTH, LLC held 140,013 FDVV 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 140,013 shares
    Change vs previous 13F +13,520 shares

    0.98% of the 13F portfolio, value $8,441,397.

    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 126,493 shares
    Change vs previous 13F +64,712 shares

    0.97% of the 13F portfolio, value $6,987,453.

    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 61,781 shares
    Change vs previous 13F +1,944 shares

    0.49% of the 13F portfolio, value $3,502,365.

    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 59,837 shares
    Change vs previous 13F +6,493 shares

    0.49% of the 13F portfolio, value $3,333,519.

    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 53,344 shares
    Change vs previous 13F +12,933 shares

    0.45% of the 13F portfolio, value $2,774,955.

    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 40,411 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,004,386.

    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).