Skip to content
Disclosery

Unique Wealth Strategies, LLC: ORCL position timeline

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

Unique Wealth Strategies, LLC held 5,853 ORCL 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 5,853 shares
    Change vs previous 13F -680 shares

    0.31% of the 13F portfolio, value $857,806.

    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 6,533 shares
    Change vs previous 13F +536 shares

    0.39% of the 13F portfolio, value $961,017.

    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 5,997 shares
    Change vs previous 13F +558 shares

    0.46% of the 13F portfolio, value $1,168,950.

    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 5,439 shares
    Change vs previous 13F -5,736 shares

    0.6% of the 13F portfolio, value $1,529,705.

    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 11,175 shares
    Change vs previous 13F -137 shares

    1.02% of the 13F portfolio, value $2,443,295.

    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 11,312 shares
    Change vs previous 13F -2,708 shares

    0.72% of the 13F portfolio, value $1,581,519.

    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 14,020 shares
    Change vs previous 13F -582 shares

    1.03% of the 13F portfolio, value $2,336,334.

    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 14,602 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $2,488,119.

    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).