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UNIQUE WEALTH, LLC: SCHG position timeline

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

UNIQUE WEALTH, LLC held 826,801 SCHG 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 826,801 shares
    Change vs previous 13F -106,201 shares

    3.26% of the 13F portfolio, value $27,978,929.

    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 933,002 shares
    Change vs previous 13F -22,485 shares

    3.76% of the 13F portfolio, value $27,178,347.

    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 955,487 shares
    Change vs previous 13F +202,865 shares

    4.35% of the 13F portfolio, value $31,167,981.

    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 752,622 shares
    Change vs previous 13F +30,902 shares

    3.52% of the 13F portfolio, value $24,016,177.

    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 721,720 shares
    Change vs previous 13F -74,140 shares

    3.4% of the 13F portfolio, value $21,081,441.

    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 795,860 shares
    Change vs previous 13F -295,497 shares

    3.77% of the 13F portfolio, value $19,928,325.

    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 1,091,357 shares
    Change vs previous 13F +792,708 shares

    6.34% of the 13F portfolio, value $30,416,111.

    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 298,649 shares
    Change vs previous 13F not available

    7.12% of the 13F portfolio, value $31,112,579.

    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).