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Unique Wealth Strategies, LLC: FBND position timeline

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

Unique Wealth Strategies, LLC held 323,842 FBND 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 323,842 shares
    Change vs previous 13F 0 shares

    5.41% of the 13F portfolio, value $14,731,573.

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

  2. period ended2026-06-30
    13F 323,842 shares
    Change vs previous 13F +25,166 shares

    5.38% of the 13F portfolio, value $14,731,573.

    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 298,676 shares
    Change vs previous 13F +39,233 shares

    5.58% of the 13F portfolio, value $13,625,599.

    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 259,443 shares
    Change vs previous 13F +5,689 shares

    4.69% of the 13F portfolio, value $11,944,756.

    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 253,754 shares
    Change vs previous 13F +11,913 shares

    4.61% of the 13F portfolio, value $11,733,585.

    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 241,841 shares
    Change vs previous 13F -61,719 shares

    4.64% of the 13F portfolio, value $11,064,226.

    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 303,560 shares
    Change vs previous 13F +2,365 shares

    6.29% of the 13F portfolio, value $13,857,514.

    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 301,195 shares
    Change vs previous 13F not available

    5.94% of the 13F portfolio, value $13,514,620.

    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).