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Disclosery

UNIQUE WEALTH, LLC: IWM position timeline

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

UNIQUE WEALTH, LLC held 30,580 IWM 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 30,580 shares
    Change vs previous 13F -638 shares

    1.07% of the 13F portfolio, value $9,187,754.

    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 31,218 shares
    Change vs previous 13F +592 shares

    1.07% of the 13F portfolio, value $7,742,105.

    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 30,626 shares
    Change vs previous 13F -215 shares

    1.05% of the 13F portfolio, value $7,538,791.

    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 30,841 shares
    Change vs previous 13F +1,110 shares

    1.09% of the 13F portfolio, value $7,462,392.

    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 29,731 shares
    Change vs previous 13F +3,114 shares

    1.04% of the 13F portfolio, value $6,415,738.

    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 26,617 shares
    Change vs previous 13F +4,493 shares

    1% of the 13F portfolio, value $5,309,906.

    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 22,124 shares
    Change vs previous 13F +4,826 shares

    1.02% of the 13F portfolio, value $4,888,546.

    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 17,298 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $3,820,955.

    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).