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Disclosery

Unique Wealth Strategies, LLC: MO position timeline

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

Unique Wealth Strategies, LLC held 10,297 MO 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 10,297 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $740,853.

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

  2. period ended2026-06-30
    13F 10,297 shares
    Change vs previous 13F -244 shares

    0.27% of the 13F portfolio, value $740,853.

    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 10,541 shares
    Change vs previous 13F -807 shares

    0.28% of the 13F portfolio, value $695,620.

    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 11,348 shares
    Change vs previous 13F +560 shares

    0.26% of the 13F portfolio, value $654,348.

    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 10,788 shares
    Change vs previous 13F +10,788 shares

    0.28% of the 13F portfolio, value $712,671.

    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 0 shares
    Change vs previous 13F -12,162 shares

    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).

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

  7. period ended2025-03-31
    13F 12,162 shares
    Change vs previous 13F +357 shares

    0.33% of the 13F portfolio, value $729,958.

    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 11,805 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $617,283.

    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).