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Unique Wealth Strategies, LLC: CRM position timeline

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

Unique Wealth Strategies, LLC held 5,461 CRM 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 5,461 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $855,586.

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

  2. period ended2026-06-30
    13F 5,461 shares
    Change vs previous 13F -1,060 shares

    0.31% of the 13F portfolio, value $855,586.

    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 6,521 shares
    Change vs previous 13F -70 shares

    0.5% of the 13F portfolio, value $1,217,323.

    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 6,591 shares
    Change vs previous 13F -633 shares

    0.69% of the 13F portfolio, value $1,745,984.

    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 7,224 shares
    Change vs previous 13F +2,311 shares

    0.67% of the 13F portfolio, value $1,712,033.

    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 4,913 shares
    Change vs previous 13F -2,740 shares

    0.56% of the 13F portfolio, value $1,339,854.

    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 7,653 shares
    Change vs previous 13F -85 shares

    0.93% of the 13F portfolio, value $2,053,685.

    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 7,738 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $2,586,884.

    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).