Position in NOW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$852,318
-$67,199 QoQ
Shares Held
8,585
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,207
of 2,199 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NOW Over Time
Shares Held
Position Value (USD)
Derivatives in NOW
reported options exposure · as of Jun 30, 2025CallValue
$20,561
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Unique Wealth Strategies, LLC holds $7,487,292 across 11 Software - Application names. NOW ranks #3 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
4,651 | $953,548 | |
| 2 | CRM |
Salesforce, Inc.
|
5,461 | $855,520 | |
| 3 | NOW |
ServiceNow, Inc.
This page
|
8,585 | $852,318 | |
| 4 | SNOW |
Snowflake Inc.
|
3,132 | $797,094 | |
| 5 | CVLT |
Commvault Systems Inc
|
5,429 | $769,452 | |
| 6 | YOU |
Clear Secure, Inc.
|
11,880 | $662,072 | |
| 7 | ADSK |
Autodesk, Inc.
|
3,384 | $657,917 | |
| 8 | UBER |
Uber Technologies, Inc
|
8,062 | $581,753 |
All Filings in NOW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $852,318 | 8,585 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $919,517 | 8,795 | Shares | Sole | 2026-07-15 | |
| 2025-09-30 | $117,611 | 639 | Shares | Sole | 2026-07-14 | |
| 2025-06-30 | $20,561 | 100 | Call | Sole | 2026-07-14 | |
| 2025-06-30 | $131,594 | 640 | Shares | Sole | 2026-07-14 | |
| 2025-03-31 | $105,408 | 662 | Shares | Sole | 2026-07-14 | |
| 2024-12-31 | $178,524 | 842 | Shares | Sole | 2026-07-14 | |
| 2024-09-30 | $17,887 | 100 | Call | Sole | 2026-07-14 | |
| 2024-09-30 | $156,160 | 873 | Shares | Sole | 2026-07-14 | |
| 2024-06-30 | $18,093 | 23 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||