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UNIQUE WEALTH, LLC: ITOT position timeline

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

UNIQUE WEALTH, LLC held 34,382 ITOT 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 34,382 shares
    Change vs previous 13F +1,954 shares

    0.66% of the 13F portfolio, value $5,647,925.

    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 32,428 shares
    Change vs previous 13F +11,937 shares

    0.64% of the 13F portfolio, value $4,618,783.

    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 20,491 shares
    Change vs previous 13F +573 shares

    0.43% of the 13F portfolio, value $3,046,753.

    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 19,918 shares
    Change vs previous 13F +1 shares

    0.43% of the 13F portfolio, value $2,901,075.

    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 19,917 shares
    Change vs previous 13F -9,282 shares

    0.43% of the 13F portfolio, value $2,689,622.

    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 29,199 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $3,562,585.

    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).