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Disclosery

Unique Wealth Strategies, LLC: IJR position timeline

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

Unique Wealth Strategies, LLC held 4,305 IJR 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 4,305 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $638,442.

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

  2. period ended2026-06-30
    13F 4,305 shares
    Change vs previous 13F +1,795 shares

    0.23% of the 13F portfolio, value $638,442.

    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 2,510 shares
    Change vs previous 13F +2,510 shares

    0.13% of the 13F portfolio, value $312,064.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -5,749 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-12-31
    13F 5,749 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $662,400.

    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).