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Disclosery

UNIQUE WEALTH, LLC: IYW position timeline

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

UNIQUE WEALTH, LLC held 7,741 IYW 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 7,741 shares
    Change vs previous 13F +145 shares

    0.23% of the 13F portfolio, value $1,952,521.

    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 7,596 shares
    Change vs previous 13F -20,943 shares

    0.19% of the 13F portfolio, value $1,378,129.

    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 28,539 shares
    Change vs previous 13F -727 shares

    0.8% of the 13F portfolio, value $5,698,713.

    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 29,266 shares
    Change vs previous 13F +2,940 shares

    0.84% of the 13F portfolio, value $5,732,070.

    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 26,326 shares
    Change vs previous 13F -3,021 shares

    0.74% of the 13F portfolio, value $4,561,525.

    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 29,347 shares
    Change vs previous 13F +14,131 shares

    0.78% of the 13F portfolio, value $4,121,496.

    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 15,216 shares
    Change vs previous 13F +7,352 shares

    0.51% of the 13F portfolio, value $2,427,256.

    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 7,864 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,192,340.

    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).