Number of Shares
8,416
Previous 8,999 6.48%
Holding current value
$421 Million
Previous $452 Million 6.71%
% of portfolio
0.06%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 06, 2026

SELL
N/A
-583 Reduced 6.48%
8,416 $421 Million
Q3 2025

Oct 21, 2025

SELL
N/A
-1,588 Reduced 15.0%
8,999 $452 Million
Q2 2025

Jul 22, 2025

BUY
N/A
208 Added 2.0%
10,587 $531 Million
Q1 2025

Apr 11, 2025

BUY
N/A
2,155 Added 26.2%
10,379 $521 Million
Q4 2024

Jan 13, 2025

BUY
N/A
8,224 New
8,224 $411 Million
Track This Portfolio

Track Unique Wealth, LLC Portfolio

Follow Unique Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Unique Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Unique Wealth, LLC with notifications on news.