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Unique Wealth Strategies, LLC: SPY position timeline

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

Unique Wealth Strategies, LLC held 1,102 SPY 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 1,102 shares
    Change vs previous 13F +2 shares

    0.3% of the 13F portfolio, value $823,225.

    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 1,100 shares
    Change vs previous 13F -154 shares

    0.29% of the 13F portfolio, value $715,684.

    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 1,254 shares
    Change vs previous 13F +102 shares

    0.34% of the 13F portfolio, value $855,339.

    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 1,152 shares
    Change vs previous 13F +805 shares

    0.3% of the 13F portfolio, value $767,592.

    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 347 shares
    Change vs previous 13F -135 shares

    0.09% of the 13F portfolio, value $214,533.

    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 482 shares
    Change vs previous 13F -101 shares

    0.12% of the 13F portfolio, value $269,750.

    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 583 shares
    Change vs previous 13F -48 shares

    0.15% of the 13F portfolio, value $341,812.

    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 631 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $362,165.

    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).