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Unique Wealth Strategies, LLC: IQV position timeline

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

Unique Wealth Strategies, LLC held 7,068 IQV 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 7,068 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $1,365,626.

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

  2. period ended2026-06-30
    13F 7,068 shares
    Change vs previous 13F -33 shares

    0.5% of the 13F portfolio, value $1,365,626.

    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 7,101 shares
    Change vs previous 13F -1,311 shares

    0.5% of the 13F portfolio, value $1,210,958.

    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 8,412 shares
    Change vs previous 13F +197 shares

    0.74% of the 13F portfolio, value $1,896,091.

    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 8,215 shares
    Change vs previous 13F +529 shares

    0.61% of the 13F portfolio, value $1,560,295.

    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 7,686 shares
    Change vs previous 13F -216 shares

    0.51% of the 13F portfolio, value $1,211,219.

    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).

  7. period ended2025-03-31
    13F 7,902 shares
    Change vs previous 13F +292 shares

    0.63% of the 13F portfolio, value $1,393,123.

    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 7,610 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,495,441.

    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).