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Unique Wealth Strategies, LLC: DBEF position timeline

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

Unique Wealth Strategies, LLC held 146,793 DBEF shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 146,793 shares
    Change vs previous 13F +7,359 shares

    2.93% of the 13F portfolio, value $8,019,308.

    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).

  2. period ended2026-03-31
    13F 139,434 shares
    Change vs previous 13F +618 shares

    2.82% of the 13F portfolio, value $6,888,034.

    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).

  3. period ended2025-12-31
    13F 138,816 shares
    Change vs previous 13F -1,445 shares

    2.62% of the 13F portfolio, value $6,678,432.

    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).

  4. period ended2025-09-30
    13F 140,261 shares
    Change vs previous 13F -156 shares

    2.56% of the 13F portfolio, value $6,510,907.

    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).

  5. period ended2025-06-30
    13F 140,417 shares
    Change vs previous 13F -2,966 shares

    2.57% of the 13F portfolio, value $6,143,235.

    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).

  6. period ended2025-03-31
    13F 143,383 shares
    Change vs previous 13F -473 shares

    2.82% of the 13F portfolio, value $6,208,468.

    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).

  7. period ended2024-12-31
    13F 143,856 shares
    Change vs previous 13F +381 shares

    2.62% of the 13F portfolio, value $5,955,623.

    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).

  8. period ended2024-09-30
    13F 143,475 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $6,028,820.

    13F-HR 0002009809-26-000005 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).