Unique Wealth Strategies, LLC: CART position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Unique Wealth Strategies, LLC on CART, newest first. How the timeline and the estimate are built.
Unique Wealth Strategies, LLC held 10,143 CART shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 10,143 sharesChange vs previous 13F -5,230 shares
0.18% of the 13F portfolio, value $480,271.
13F-HR 0002009809-26-000012 filed by Unique Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,373 sharesChange vs previous 13F 0 shares
0.24% of the 13F portfolio, value $575,889.
13F-HR 0002009809-26-000011 filed by Unique Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 15,373 sharesChange vs previous 13F +2,364 shares
0.27% of the 13F portfolio, value $691,498.
13F-HR 0002009809-26-000010 filed by Unique Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,009 sharesChange vs previous 13F +718 shares
0.19% of the 13F portfolio, value $478,200.
13F-HR 0002009809-26-000009 filed by Unique Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 12,291 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $556,048.
13F-HR 0002009809-26-000008 filed by Unique Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).