Unique Wealth Strategies, LLC: FNDE position timeline

Unique Wealth Strategies, LLC held 14,165 FNDE 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 14,165 shares

   Change vs previous 13F -890 shares

   0.21% of the 13F portfolio, value $562,067.

   13F-HR 0002009809-26-000012 filed by Unique Wealth Strategies, LLC
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 15,055 shares

   Change vs previous 13F +3,012 shares

   0.24% of the 13F portfolio, value $576,004.

   13F-HR 0002009809-26-000011 filed by Unique Wealth Strategies, LLC
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 12,043 shares

   Change vs previous 13F -695 shares

   0.17% of the 13F portfolio, value $434,271.

   13F-HR 0002009809-26-000010 filed by Unique Wealth Strategies, LLC
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 12,738 shares

   Change vs previous 13F -1,041 shares

   0.18% of the 13F portfolio, value $460,606.

   13F-HR 0002009809-26-000009 filed by Unique Wealth Strategies, LLC
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 13,779 shares

   Change vs previous 13F not available

   0.19% of the 13F portfolio, value $454,845.

   13F-HR 0002009809-26-000008 filed by Unique Wealth Strategies, LLC
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).