Filer Snapshot

UNIQUE WEALTH, LLC

CIK 0001957124. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

14

Latest filing

21 Apr 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$723.23M

182 holdings for Q1 2026

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Largest parsed holding

IVV

$99.47M reported value

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13D/G large stake

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No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 21 Apr 2026 for CIK 0001957124.

View Source Filing
SEC ownership signals 1 signal
Ownership intelligence snapshot

Value by filing family

These bars compare separate filing families; do not add them into one ownership total.

Latest 13F portfolio$723.23M

Quarterly institutional portfolio holdings.

Latest 13F portfolio value

$723.23M

Market value reported in the latest parsed Form 13F portfolio.

Largest 13F positions

IVV, EFA, AGG, JAVA

Largest symbols in the latest parsed Form 13F information table.

Largest 13F positions

Largest symbols in the latest parsed Form 13F information table.

IVV EFA AGG JAVA DYNF SCHG MUB BAI
+12 moreFBCG SPY IWR PWRD EMOP ACWI QQQ ABFL EFV JIRE DJP IYR
How to read filing-family values
  • Keep filing families separate: 13F portfolio value, 13D/G large stakes, and Forms 3/4/5 reporting-owner positions are different evidence types.
  • Use the linked research paths to verify each signal against the original SEC filing.
Filer identity 1 identity field
Business address
4830 W Kennedy Blvd, Suite 100, Tampa, FL, 33609
SEC profile 2 profile fields
State of incorporation
DE
Fiscal year-end
31 December

Filer intelligence

What SEC filings say about UNIQUE WEALTH, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $723.23M across 182 reported holdings for Q1 2026.
  • Largest parsed 13F holding: IVV at $99.47M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 182 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 21 Apr 2026

Top 5 concentration

31%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$223.58M

Compared with $723.23M total 13F value.

Top 5 net change

+$16.88M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: EMOP ยท Largest trim: IEMG

IVV EFA AGG JAVA DYNF Other holdings

IVV

13.8%

Ishares Tr

$99.47M

EFA

4.8%

Ishares Tr

$34.8M

AGG

4.6%

Ishares Tr

$33.31M

JAVA

4%

J P Morgan Exchange Traded F

$28.63M

DYNF

3.8%

Blackrock Etf Trust

$27.37M

Latest update

What changed recently for UNIQUE WEALTH, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

21 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 21 Apr 2026.

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Benchmark Context

Benchmark context for this company

UNIQUE WEALTH, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001957124 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
14
First seen
25 Jan 2023
Latest filing
21 Apr 2026
Entity
Company

Observed form types

13F-HR

Primary evidence

Open SEC filing index UNIQUE WEALTH, LLC SEC filings UNIQUE WEALTH, LLC 13F portfolio

Latest Filings

Showing the latest 12 of 14 SEC filings for UNIQUE WEALTH, LLC.

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13F-HR

13F-HR filing

Filing date
21 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
06 Jan 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
21 Oct 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
22 Jul 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
11 Apr 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
03 Oct 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
18 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
11 Apr 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
11 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
10 Oct 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
21 Jul 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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