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Disclosery

UNIQUE WEALTH, LLC: SMIZ position timeline

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

UNIQUE WEALTH, LLC held 16,003 SMIZ 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 16,003 shares
    Change vs previous 13F +1,222 shares

    0.08% of the 13F portfolio, value $714,054.

    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 14,781 shares
    Change vs previous 13F +985 shares

    0.08% of the 13F portfolio, value $547,932.

    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 13,796 shares
    Change vs previous 13F +1,603 shares

    0.07% of the 13F portfolio, value $510,314.

    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 12,193 shares
    Change vs previous 13F +49 shares

    0.07% of the 13F portfolio, value $455,409.

    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 12,144 shares
    Change vs previous 13F +1,954 shares

    0.07% of the 13F portfolio, value $411,560.

    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 10,190 shares
    Change vs previous 13F +3,330 shares

    0.06% of the 13F portfolio, value $308,313.

    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 6,860 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $227,610.

    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).