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Unique Wealth Strategies, LLC: TLT position timeline

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

Unique Wealth Strategies, LLC held 39,615 TLT 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 39,615 shares
    Change vs previous 13F +6,088 shares

    1.25% of the 13F portfolio, value $3,423,528.

    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 33,527 shares
    Change vs previous 13F +2,340 shares

    1.19% of the 13F portfolio, value $2,906,456.

    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 31,187 shares
    Change vs previous 13F +636 shares

    1.07% of the 13F portfolio, value $2,718,259.

    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 30,551 shares
    Change vs previous 13F +648 shares

    1.07% of the 13F portfolio, value $2,730,343.

    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 29,903 shares
    Change vs previous 13F +946 shares

    1.11% of the 13F portfolio, value $2,638,940.

    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 28,957 shares
    Change vs previous 13F -229 shares

    1.2% of the 13F portfolio, value $2,635,956.

    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 29,186 shares
    Change vs previous 13F +1,661 shares

    1.12% of the 13F portfolio, value $2,548,813.

    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 27,525 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $2,700,203.

    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).