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Disclosery

Unique Wealth Strategies, LLC: PM position timeline

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

Unique Wealth Strategies, LLC held 10,096 PM 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 10,096 shares
    Change vs previous 13F -19 shares

    0.67% of the 13F portfolio, value $1,826,436.

    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 10,115 shares
    Change vs previous 13F +640 shares

    0.68% of the 13F portfolio, value $1,672,439.

    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 9,475 shares
    Change vs previous 13F -1,510 shares

    0.6% of the 13F portfolio, value $1,519,711.

    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 10,985 shares
    Change vs previous 13F -3,311 shares

    0.7% of the 13F portfolio, value $1,781,739.

    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 14,296 shares
    Change vs previous 13F -2,179 shares

    1.09% of the 13F portfolio, value $2,603,653.

    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 16,475 shares
    Change vs previous 13F +3,390 shares

    1.19% of the 13F portfolio, value $2,615,105.

    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 13,085 shares
    Change vs previous 13F -388 shares

    0.69% of the 13F portfolio, value $1,574,793.

    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 13,473 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,635,622.

    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).