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Unique Wealth Strategies, LLC: ADSK position timeline

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

Unique Wealth Strategies, LLC held 3,384 ADSK shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,384 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $657,917.

    13F-HR 0002009809-26-000013 filed by Unique Wealth Strategies, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,384 shares
    Change vs previous 13F -603 shares

    0.24% of the 13F portfolio, value $657,917.

    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).

  3. period ended2026-03-31
    13F 3,987 shares
    Change vs previous 13F -135 shares

    0.39% of the 13F portfolio, value $954,466.

    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).

  4. period ended2025-12-31
    13F 4,122 shares
    Change vs previous 13F -1,955 shares

    0.48% of the 13F portfolio, value $1,220,111.

    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).

  5. period ended2025-09-30
    13F 6,077 shares
    Change vs previous 13F -688 shares

    0.76% of the 13F portfolio, value $1,930,360.

    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).

  6. period ended2025-06-30
    13F 6,765 shares
    Change vs previous 13F +1,794 shares

    0.88% of the 13F portfolio, value $2,094,157.

    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).

  7. period ended2025-03-31
    13F 4,971 shares
    Change vs previous 13F +33 shares

    0.59% of the 13F portfolio, value $1,301,319.

    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).

  8. period ended2024-12-31
    13F 4,938 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,459,424.

    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).