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Disclosery

UNIQUE WEALTH, LLC: WM position timeline

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

UNIQUE WEALTH, LLC held 7,227 WM 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 7,227 shares
    Change vs previous 13F +37 shares

    0.19% of the 13F portfolio, value $1,610,759.

    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 7,190 shares
    Change vs previous 13F +306 shares

    0.23% of the 13F portfolio, value $1,652,195.

    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 6,884 shares
    Change vs previous 13F +10 shares

    0.21% of the 13F portfolio, value $1,512,488.

    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 6,874 shares
    Change vs previous 13F +12 shares

    0.22% of the 13F portfolio, value $1,517,990.

    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 6,862 shares
    Change vs previous 13F +46 shares

    0.25% of the 13F portfolio, value $1,570,168.

    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 6,816 shares
    Change vs previous 13F +8 shares

    0.3% of the 13F portfolio, value $1,577,977.

    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 6,808 shares
    Change vs previous 13F -10 shares

    0.29% of the 13F portfolio, value $1,373,791.

    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 6,818 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,415,421.

    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).