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Disclosery

Unique Wealth Strategies, LLC: UL position timeline

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

Unique Wealth Strategies, LLC held 16,625 UL 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 16,625 shares
    Change vs previous 13F +58 shares

    0.36% of the 13F portfolio, value $999,506.

    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 16,567 shares
    Change vs previous 13F +447 shares

    0.39% of the 13F portfolio, value $943,822.

    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 16,120 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,054,248.

    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).