Skip to content

Unique Wealth Strategies, LLC: DIS position timeline

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

Unique Wealth Strategies, LLC held 11,081 DIS 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 11,081 shares
    Change vs previous 13F -372 shares

    0.39% of the 13F portfolio, value $1,066,563.

    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 11,453 shares
    Change vs previous 13F -640 shares

    0.45% of the 13F portfolio, value $1,103,857.

    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 12,093 shares
    Change vs previous 13F -781 shares

    0.54% of the 13F portfolio, value $1,375,845.

    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 12,874 shares
    Change vs previous 13F -218 shares

    0.58% of the 13F portfolio, value $1,474,111.

    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 13,092 shares
    Change vs previous 13F -2,041 shares

    0.68% of the 13F portfolio, value $1,623,591.

    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 15,133 shares
    Change vs previous 13F -778 shares

    0.68% of the 13F portfolio, value $1,493,627.

    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 15,911 shares
    Change vs previous 13F -112 shares

    0.78% of the 13F portfolio, value $1,771,690.

    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 16,023 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,541,252.

    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).