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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

  1. period ended2026-06-30
    13F 174,962 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 174,205 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 167,000 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 165,323 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 165,799 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 161,368 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 122,145 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 106,589 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).