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Unique Wealth Strategies, LLC: BNY position timeline

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

Unique Wealth Strategies, LLC held 11,714 BNY 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 11,714 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $1,693,919.

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

  2. period ended2026-06-30
    13F 11,714 shares
    Change vs previous 13F -42 shares

    0.62% of the 13F portfolio, value $1,693,919.

    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 11,756 shares
    Change vs previous 13F -205 shares

    0.57% of the 13F portfolio, value $1,394,630.

    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 11,961 shares
    Change vs previous 13F -513 shares

    0.55% of the 13F portfolio, value $1,388,602.

    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 12,474 shares
    Change vs previous 13F -263 shares

    0.53% of the 13F portfolio, value $1,359,176.

    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 12,737 shares
    Change vs previous 13F +7 shares

    0.49% of the 13F portfolio, value $1,160,435.

    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 12,730 shares
    Change vs previous 13F -182 shares

    0.48% of the 13F portfolio, value $1,067,677.

    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 12,912 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $992,035.

    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).