Skip to content
Disclosery

UNIQUE WEALTH, LLC: SCHD position timeline

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

UNIQUE WEALTH, LLC held 17,861 SCHD 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 17,861 shares
    Change vs previous 13F +713 shares

    0.07% of the 13F portfolio, value $566,372.

    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 17,148 shares
    Change vs previous 13F +4,294 shares

    0.07% of the 13F portfolio, value $526,101.

    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 12,854 shares
    Change vs previous 13F +100 shares

    0.05% of the 13F portfolio, value $352,585.

    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 12,754 shares
    Change vs previous 13F +4,794 shares

    0.05% of the 13F portfolio, value $348,184.

    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 7,960 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $210,940.

    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).