Unique Wealth Strategies, LLC

Position in CHKP — Check Point Software Technologies Ltd

CIK 2009809 BURR RIDGE, IL

Position in CHKP

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$608,258

-$89,278 QoQ

Shares Held

4,628

-5.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#358

of 629 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Unique Wealth Strategies, LLC holds $9,677,616 across 9 Software - Infrastructure names. CHKP ranks #8 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	11,138	$4,154,696
2	FTNT	Fortinet, Inc.	5,928	$910,659
3	ORCL	Oracle Corp	5,853	$857,757
4	ATEN	A10 Networks, Inc.	21,365	$798,196
5	RELY	Remitly Global, Inc.	31,990	$716,895
6	TDC	Teradata Corp /De/	19,188	$664,864
7	RAMP	LiveRamp Holdings, Inc.	16,931	$637,282
8	CHKP	Check Point Software Technologies Ltd This page	4,628	$608,258

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$608,258	4,628	-5.2%	Shares	Sole	2026-07-15
2026-03-31	$697,536	4,883	-19.9%	Shares	Sole	2026-07-15
2025-12-31	$1,130,988	6,095	+18.8%	Shares	Sole	2026-07-14
2025-09-30	$1,061,862	5,132	-0.8%	Shares	Sole	2026-07-14
2025-06-30	$1,144,305	5,172	-31.0%	Shares	Sole	2026-07-14
2025-03-31	$1,708,716	7,497	-1.4%	Shares	Sole	2026-07-14
2024-12-31	$1,420,040	7,606	-1.4%	Shares	Sole	2026-07-14
2024-09-30	$1,487,336	7,714	+7.1%	Shares	Sole	2026-07-14
2024-06-30	$1,188,000	7,200	0.0%	Shares	Sole	2024-07-24
2024-03-31	$1,180,872	7,200	+9.5%	Shares	Sole	2024-04-26
2023-12-31	$1,005,052	6,578	—	Shares	Sole	2024-02-05
No filing history on record for this holder in this stock.