Unique Wealth Strategies, LLC: PII position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Unique Wealth Strategies, LLC on PII, newest first. How the timeline and the estimate are built.
Unique Wealth Strategies, LLC held 0 PII shares at 2025-09-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -10,450 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 10,450 sharesChange vs previous 13F +5,258 shares
0.18% of the 13F portfolio, value $424,793.
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 5,192 sharesChange vs previous 13F -8 shares
0.1% of the 13F portfolio, value $212,560.
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).
- period ended2024-12-3113F 5,200 sharesChange vs previous 13F -4,309 shares
0.13% of the 13F portfolio, value $299,624.
13F-HR 0002009809-26-000006 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 ended2024-09-3013F 9,509 sharesChange vs previous 13F not available
0.34% of the 13F portfolio, value $791,529.
13F-HR 0002009809-26-000005 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).