Unique Wealth Strategies, LLC: MSCI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Unique Wealth Strategies, LLC on MSCI, newest first. How the timeline and the estimate are built.
Unique Wealth Strategies, LLC held 0 MSCI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -1,021 shares
13F-HR 0002009809-26-000012 filed by Unique Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 1,021 sharesChange vs previous 13F +1,021 shares
0.23% of the 13F portfolio, value $550,312.
13F-HR 0002009809-26-000011 filed by Unique Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -972 shares
13F-HR 0002009809-26-000009 filed by Unique Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 972 sharesChange vs previous 13F -33 shares
0.23% of the 13F portfolio, value $560,457.
13F-HR 0002009809-26-000008 filed by Unique Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,005 sharesChange vs previous 13F not available
0.26% of the 13F portfolio, value $568,050.
13F-HR 0002009809-26-000007 filed by Unique Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).