Skip to content
Disclosery

UNIQUE WEALTH, LLC: IYR position timeline

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

UNIQUE WEALTH, LLC held 91,942 IYR 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 91,942 shares
    Change vs previous 13F +405 shares

    1.1% of the 13F portfolio, value $9,401,090.

    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 91,537 shares
    Change vs previous 13F +5,397 shares

    1.2% of the 13F portfolio, value $8,655,731.

    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 86,140 shares
    Change vs previous 13F +7,697 shares

    1.13% of the 13F portfolio, value $8,087,657.

    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 78,443 shares
    Change vs previous 13F +2,335 shares

    1.12% of the 13F portfolio, value $7,615,241.

    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 76,108 shares
    Change vs previous 13F +9,180 shares

    1.16% of the 13F portfolio, value $7,212,750.

    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 66,928 shares
    Change vs previous 13F +9,736 shares

    1.21% of the 13F portfolio, value $6,408,318.

    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 57,192 shares
    Change vs previous 13F +19,706 shares

    1.11% of the 13F portfolio, value $5,322,259.

    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 37,486 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $3,818,734.

    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).