Unique Wealth Strategies, LLC
Position in COF — Capital One Financial Corp
CIK 2009809
BURR RIDGE, IL
Position in COF
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$785,226
+$170,985 QoQ
Shares Held
3,914
+16.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,089
of 2,096 holders
Holding Since
Jun 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Unique Wealth Strategies, LLC holds $6,386,454 across 5 Credit Services names. COF ranks #4 (12.3% of the industry book) .
All Filings in COF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $785,226 | 3,914 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $614,241 | 3,367 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $700,662 | 2,891 | Shares | Sole | 2026-07-14 | |
| 2025-09-30 | $631,575 | 2,971 | Shares | Sole | 2026-07-14 | |
| 2024-06-30 | $33,228 | 240 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||