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Unique Wealth Strategies, LLC: MA position timeline

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

Unique Wealth Strategies, LLC held 2,932 MA 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 2,932 shares
    Change vs previous 13F -86 shares

    0.55% of the 13F portfolio, value $1,505,969.

    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 3,018 shares
    Change vs previous 13F -1,125 shares

    0.62% of the 13F portfolio, value $1,507,978.

    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 4,143 shares
    Change vs previous 13F +30 shares

    0.93% of the 13F portfolio, value $2,364,997.

    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 4,113 shares
    Change vs previous 13F -486 shares

    0.92% of the 13F portfolio, value $2,339,710.

    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 4,599 shares
    Change vs previous 13F -925 shares

    1.08% of the 13F portfolio, value $2,584,278.

    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 5,524 shares
    Change vs previous 13F -206 shares

    1.37% of the 13F portfolio, value $3,027,786.

    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 5,730 shares
    Change vs previous 13F +1,086 shares

    1.33% of the 13F portfolio, value $3,017,352.

    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 4,644 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $2,293,207.

    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).