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Unique Wealth Strategies, LLC: IEDI position timeline

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

Unique Wealth Strategies, LLC held 20,420 IEDI 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 20,420 shares
    Change vs previous 13F -8,770 shares

    0.41% of the 13F portfolio, value $1,118,808.

    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 29,190 shares
    Change vs previous 13F +712 shares

    0.65% of the 13F portfolio, value $1,578,797.

    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 28,478 shares
    Change vs previous 13F +11,300 shares

    0.62% of the 13F portfolio, value $1,567,799.

    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 17,178 shares
    Change vs previous 13F +228 shares

    0.38% of the 13F portfolio, value $967,109.

    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 16,950 shares
    Change vs previous 13F +3,272 shares

    0.39% of the 13F portfolio, value $928,219.

    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 13,678 shares
    Change vs previous 13F +3,007 shares

    0.32% of the 13F portfolio, value $698,661.

    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 10,671 shares
    Change vs previous 13F -7,522 shares

    0.25% of the 13F portfolio, value $570,078.

    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 18,193 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $946,029.

    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).