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Unique Wealth Strategies, LLC: QQQ position timeline

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

Unique Wealth Strategies, LLC held 6,223 QQQ 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 6,223 shares
    Change vs previous 13F +196 shares

    1.67% of the 13F portfolio, value $4,582,580.

    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 6,027 shares
    Change vs previous 13F +36 shares

    1.42% of the 13F portfolio, value $3,478,444.

    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 5,991 shares
    Change vs previous 13F -250 shares

    1.44% of the 13F portfolio, value $3,680,360.

    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 6,241 shares
    Change vs previous 13F +258 shares

    1.47% of the 13F portfolio, value $3,746,919.

    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 5,983 shares
    Change vs previous 13F -66 shares

    1.38% of the 13F portfolio, value $3,300,469.

    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 6,049 shares
    Change vs previous 13F +10 shares

    1.29% of the 13F portfolio, value $2,836,500.

    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 6,039 shares
    Change vs previous 13F -107 shares

    1.36% of the 13F portfolio, value $3,087,321.

    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 6,146 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $2,999,678.

    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).