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UNIQUE WEALTH, LLC: IVW position timeline

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

UNIQUE WEALTH, LLC held 4,679 IVW 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 4,679 shares
    Change vs previous 13F +34 shares

    0.07% of the 13F portfolio, value $643,503.

    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 4,645 shares
    Change vs previous 13F +46 shares

    0.07% of the 13F portfolio, value $525,396.

    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 4,599 shares
    Change vs previous 13F +17 shares

    0.08% of the 13F portfolio, value $566,873.

    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 4,582 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $553,139.

    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 4,582 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $504,478.

    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 4,582 shares
    Change vs previous 13F -100 shares

    0.08% of the 13F portfolio, value $425,347.

    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 4,682 shares
    Change vs previous 13F +898 shares

    0.1% of the 13F portfolio, value $475,363.

    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 3,784 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $362,318.

    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).