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UNIQUE WEALTH, LLC: IEI position timeline

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

UNIQUE WEALTH, LLC held 39,646 IEI 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 39,646 shares
    Change vs previous 13F +5,681 shares

    0.54% of the 13F portfolio, value $4,656,429.

    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 33,965 shares
    Change vs previous 13F -2,449 shares

    0.56% of the 13F portfolio, value $4,028,239.

    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 36,414 shares
    Change vs previous 13F -9,406 shares

    0.61% of the 13F portfolio, value $4,345,960.

    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 45,820 shares
    Change vs previous 13F +7,140 shares

    0.8% of the 13F portfolio, value $5,475,897.

    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 38,680 shares
    Change vs previous 13F +23,583 shares

    0.74% of the 13F portfolio, value $4,606,401.

    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 15,097 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,783,484.

    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).