Skip to content
Disclosery

Unique Wealth Strategies, LLC: NVS position timeline

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

Unique Wealth Strategies, LLC held 7,992 NVS 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 7,992 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,252,506.

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

  2. period ended2026-06-30
    13F 7,992 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,252,506.

    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 7,992 shares
    Change vs previous 13F -2,454 shares

    0.5% of the 13F portfolio, value $1,220,778.

    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 10,446 shares
    Change vs previous 13F -70 shares

    0.57% of the 13F portfolio, value $1,440,190.

    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 10,516 shares
    Change vs previous 13F +155 shares

    0.53% of the 13F portfolio, value $1,348,572.

    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 10,361 shares
    Change vs previous 13F +69 shares

    0.53% of the 13F portfolio, value $1,253,785.

    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).

  7. period ended2025-03-31
    13F 10,292 shares
    Change vs previous 13F -115 shares

    0.52% of the 13F portfolio, value $1,147,352.

    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 10,407 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,012,705.

    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).