UNIQUE WEALTH, LLC: IWR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UNIQUE WEALTH, LLC on IWR, newest first. How the timeline and the estimate are built.
UNIQUE WEALTH, LLC held 174,962 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 174,962 sharesChange vs previous 13F +757 shares
2.25% of the 13F portfolio, value $19,301,797.
13F-HR 0001957124-26-000003 filed by UNIQUE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 174,205 sharesChange vs previous 13F +7,205 shares
2.34% of the 13F portfolio, value $16,937,955.
13F-HR 0001957124-26-000002 filed by UNIQUE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 167,000 sharesChange vs previous 13F +1,677 shares
2.24% of the 13F portfolio, value $16,077,076.
13F-HR 0001957124-26-000001 filed by UNIQUE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 165,323 sharesChange vs previous 13F -476 shares
2.34% of the 13F portfolio, value $15,961,963.
13F-HR 0001957124-25-000007 filed by UNIQUE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 165,799 sharesChange vs previous 13F +4,431 shares
2.46% of the 13F portfolio, value $15,248,545.
13F-HR 0001957124-25-000003 filed by UNIQUE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 161,368 sharesChange vs previous 13F +39,223 shares
2.59% of the 13F portfolio, value $13,727,601.
13F-HR 0001957124-25-000002 filed by UNIQUE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 122,145 sharesChange vs previous 13F +15,556 shares
2.25% of the 13F portfolio, value $10,797,628.
13F-HR 0001957124-25-000001 filed by UNIQUE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 106,589 sharesChange vs previous 13F not available
2.15% of the 13F portfolio, value $9,394,791.
13F-HR 0001957124-24-000007 filed by UNIQUE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).