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Unique Wealth Strategies, LLC: VGT position timeline

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

Unique Wealth Strategies, LLC held 15,478 VGT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,478 shares
    Change vs previous 13F 0 shares

    0.68% of the 13F portfolio, value $1,849,940.

    13F-HR 0002009809-26-000013 filed by Unique Wealth Strategies, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,478 shares
    Change vs previous 13F +13,574 shares

    0.68% of the 13F portfolio, value $1,849,940.

    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).

  3. period ended2026-03-31
    13F 1,904 shares
    Change vs previous 13F -41 shares

    0.54% of the 13F portfolio, value $1,328,464.

    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).

  4. period ended2025-12-31
    13F 1,945 shares
    Change vs previous 13F -88 shares

    0.58% of the 13F portfolio, value $1,466,106.

    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).

  5. period ended2025-09-30
    13F 2,033 shares
    Change vs previous 13F -52 shares

    0.6% of the 13F portfolio, value $1,517,902.

    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).

  6. period ended2025-06-30
    13F 2,085 shares
    Change vs previous 13F -9 shares

    0.58% of the 13F portfolio, value $1,382,941.

    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).

  7. period ended2025-03-31
    13F 2,094 shares
    Change vs previous 13F -93 shares

    0.52% of the 13F portfolio, value $1,135,745.

    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).

  8. period ended2024-12-31
    13F 2,187 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,359,877.

    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).