Unique Wealth Strategies, LLC: IVZ position timeline

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

Unique Wealth Strategies, LLC held 8,350 IVZ shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

period ended2026-09-30
13F 8,350 shares
Change vs previous 13F 0 shares
0.08% of the 13F portfolio, value $220,357.
13F-HR 0002009809-26-000013 filed by Unique Wealth Strategies, LLC
Accepted 2026-10-13 17:05:38 UTC, ingested 2026-10-13 17:06:12 UTC
period ended2026-06-30
13F 8,350 shares
Change vs previous 13F 0 shares
0.08% of the 13F portfolio, value $220,357.
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).
period ended2026-03-31
13F 8,350 shares
Change vs previous 13F +15 shares
0.08% of the 13F portfolio, value $202,822.
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).
period ended2025-12-31
13F 8,335 shares
Change vs previous 13F +8,335 shares
0.09% of the 13F portfolio, value $218,960.
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).
period ended2024-12-31
13F 0 shares
Change vs previous 13F not available
13F-HR 0002009809-26-000006 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).
Exited: the 13F for this period no longer lists the position.