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Disclosery

Unique Wealth Strategies, LLC: BETZ position timeline

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

Unique Wealth Strategies, LLC held 0 BETZ shares at 2025-12-31 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -45,556 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 45,556 shares
    Change vs previous 13F +139 shares

    0.43% of the 13F portfolio, value $1,087,481.

    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).

  3. period ended2025-06-30
    13F 45,417 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,078,654.

    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).