Position in WT
as of Mar 31, 2026
· filed Jul 15, 2026
Position Value
$477,393
New position
Shares Held
32,788
first reported quarter
Ownership
0.022%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Unique Wealth Strategies, LLC holds $995,617 across 3 Asset Management names.
All Filings in WT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $477,393 | 32,788 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||