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CIK 0002009809 • 8 13F filings • Jul 14, 2026 – Jul 15, 2026
Import this data to Google Sheets with:
=jivedata("unique-wealth-strategies-llc-0002009809-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0002009809-26-000006 |
| $230.1M |
| View |
| Jul 14, 2026 | Q3 2025 | 13F-HR | 0002009809-26-000009 | $257.9M | View |
| Jul 14, 2026 | Q3 2024 | 13F-HR | 0002009809-26-000005 | $237.2M | View |
| Jul 15, 2026 | Q2 2026 | 13F-HR | 0002009809-26-000012 | $275.1M | View |
| Jul 14, 2026 | Q2 2025 | 13F-HR | 0002009809-26-000008 | $240.4M | View |
| Jul 15, 2026 | Q1 2026 | 13F-HR | 0002009809-26-000011 | $246.5M | View |
| Jul 14, 2026 | Q1 2025 | 13F-HR | 0002009809-26-000007 | $220.2M | View |