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Unique Wealth Strategies, LLC: ADI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Unique Wealth Strategies, LLC on ADI, newest first. How the timeline and the estimate are built.

Unique Wealth Strategies, LLC held 4,565 ADI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,565 shares
    Change vs previous 13F -348 shares

    0.66% of the 13F portfolio, value $1,813,017.

    13F-HR 0002009809-26-000012 filed by Unique Wealth Strategies, 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 4,913 shares
    Change vs previous 13F -2,566 shares

    0.64% of the 13F portfolio, value $1,562,994.

    13F-HR 0002009809-26-000011 filed by Unique Wealth Strategies, 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 7,479 shares
    Change vs previous 13F +2,211 shares

    0.8% of the 13F portfolio, value $2,028,414.

    13F-HR 0002009809-26-000010 filed by Unique Wealth Strategies, 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 5,268 shares
    Change vs previous 13F +83 shares

    0.51% of the 13F portfolio, value $1,294,254.

    13F-HR 0002009809-26-000009 filed by Unique Wealth Strategies, 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 5,185 shares
    Change vs previous 13F +223 shares

    0.52% of the 13F portfolio, value $1,234,239.

    13F-HR 0002009809-26-000008 filed by Unique Wealth Strategies, 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 4,962 shares
    Change vs previous 13F -82 shares

    0.45% of the 13F portfolio, value $1,000,757.

    13F-HR 0002009809-26-000007 filed by Unique Wealth Strategies, 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 5,044 shares
    Change vs previous 13F -121 shares

    0.47% of the 13F portfolio, value $1,071,700.

    13F-HR 0002009809-26-000006 filed by Unique Wealth Strategies, 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 5,165 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,188,862.

    13F-HR 0002009809-26-000005 filed by Unique Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).