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Disclosery

Unique Wealth Strategies, LLC: KMX position timeline

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

Unique Wealth Strategies, LLC held 0 KMX shares at 2026-03-31 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -28,523 shares

    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).

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

  2. period ended2025-12-31
    13F 28,523 shares
    Change vs previous 13F +2,703 shares

    0.43% of the 13F portfolio, value $1,102,124.

    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).

  3. period ended2025-09-30
    13F 25,820 shares
    Change vs previous 13F +1,749 shares

    0.46% of the 13F portfolio, value $1,158,559.

    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).

  4. period ended2025-06-30
    13F 24,071 shares
    Change vs previous 13F -4,377 shares

    0.68% of the 13F portfolio, value $1,617,837.

    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).

  5. period ended2025-03-31
    13F 28,448 shares
    Change vs previous 13F +274 shares

    1.01% of the 13F portfolio, value $2,216,668.

    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).

  6. period ended2024-12-31
    13F 28,174 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $2,303,506.

    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).