Skip to content
Disclosery

Unique Wealth Strategies, LLC: JMBS position timeline

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

Unique Wealth Strategies, LLC held 134,410 JMBS 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 134,410 shares
    Change vs previous 13F +5,372 shares

    2.21% of the 13F portfolio, value $6,047,106.

    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 129,038 shares
    Change vs previous 13F +6,947 shares

    2.39% of the 13F portfolio, value $5,829,937.

    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 122,091 shares
    Change vs previous 13F +2,403 shares

    2.19% of the 13F portfolio, value $5,578,338.

    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 119,688 shares
    Change vs previous 13F +1,195 shares

    2.15% of the 13F portfolio, value $5,466,151.

    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 118,493 shares
    Change vs previous 13F +676 shares

    2.24% of the 13F portfolio, value $5,338,110.

    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 117,817 shares
    Change vs previous 13F +938 shares

    2.42% of the 13F portfolio, value $5,325,328.

    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 116,879 shares
    Change vs previous 13F +4,200 shares

    2.27% of the 13F portfolio, value $5,163,714.

    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 112,679 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $5,256,475.

    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).