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UNIQUE WEALTH, LLC: IOO position timeline

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

UNIQUE WEALTH, LLC held 4,695 IOO 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 4,695 shares
    Change vs previous 13F -219 shares

    0.07% of the 13F portfolio, value $641,269.

    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 4,914 shares
    Change vs previous 13F -91 shares

    0.08% of the 13F portfolio, value $594,484.

    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 5,005 shares
    Change vs previous 13F -16 shares

    0.09% of the 13F portfolio, value $634,023.

    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 5,021 shares
    Change vs previous 13F +99 shares

    0.09% of the 13F portfolio, value $602,629.

    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 4,922 shares
    Change vs previous 13F -5 shares

    0.09% of the 13F portfolio, value $530,693.

    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 4,927 shares
    Change vs previous 13F -1,562 shares

    0.09% of the 13F portfolio, value $474,398.

    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 6,489 shares
    Change vs previous 13F +11 shares

    0.14% of the 13F portfolio, value $653,866.

    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 6,478 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $642,393.

    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).