Unique Wealth Strategies, LLC: INDY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Unique Wealth Strategies, LLC on INDY, newest first. How the timeline and the estimate are built.
Unique Wealth Strategies, LLC held 15,795 INDY shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 15,795 sharesChange vs previous 13F +1,914 shares
0.25% of the 13F portfolio, value $686,293.
13F-HR 0002009809-26-000012 filed by Unique Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,881 sharesChange vs previous 13F +828 shares
0.24% of the 13F portfolio, value $586,333.
13F-HR 0002009809-26-000011 filed by Unique Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,053 sharesChange vs previous 13F +847 shares
0.25% of the 13F portfolio, value $643,382.
13F-HR 0002009809-26-000010 filed by Unique Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,206 sharesChange vs previous 13F +416 shares
0.24% of the 13F portfolio, value $621,285.
13F-HR 0002009809-26-000009 filed by Unique Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,790 sharesChange vs previous 13F -6,548 shares
0.27% of the 13F portfolio, value $641,140.
13F-HR 0002009809-26-000008 filed by Unique Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 18,338 sharesChange vs previous 13F 0 shares
0.42% of the 13F portfolio, value $931,020.
13F-HR 0002009809-26-000007 filed by Unique Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 18,338 sharesChange vs previous 13F +1,317 shares
0.41% of the 13F portfolio, value $932,304.
13F-HR 0002009809-26-000006 filed by Unique Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 17,021 sharesChange vs previous 13F not available
0.41% of the 13F portfolio, value $958,282.
13F-HR 0002009809-26-000005 filed by Unique Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).