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Unique Wealth Strategies, LLC → TSMWF

Unique Wealth Strategies, LLC TSMWF Position History

TSMWF

Quarters held
14
Latest value
$62K
Q3 2026
Peak value
$4M
First seen
Q3 2024

Dollar value over time

Show data table
PeriodPosition value
Q3 2024$2.5M
Q4 2024$2.8M
Q1 2025$2.4M
Q2 2025$2.7M
Q3 2025$3.1M
Q3 2025$56K
Q4 2025$3.2M
Q4 2025$61K
Q1 2026$2.9M
Q1 2026$68K
Q2 2026$4M
Q2 2026$96K
Q3 2026$4M
Q3 2026$62K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$62K200——
Q3 2026$4M8.4K——
Q2 2026$96K200——
Q2 2026$4M8.4K——
Q1 2026$68K200——
Q1 2026$2.9M8.5K——
Q4 2025$61K200——
Q4 2025$3.2M10.6K——
Q3 2025$56K200——
Q3 2025$3.1M11.1K——
Q2 2025$2.7M11.9K——
Q1 2025$2.4M14.4K——
Q4 2024$2.8M14.1K——
Q3 2024$2.5M14.4K——

Other funds holding TSMWF

Other Unique Wealth Strategies, LLC positions

ETHA

ISHARES TR

$15.8M
ETHA

ISHARES TR

$15.8M
FIS

FIDELITY MERRIMACK STR TR

$14.7M
FIS

FIDELITY MERRIMACK STR TR

$14.7M
FIS

FIDELITY MERRIMACK STR TR

$13.9M
FIS

FIDELITY MERRIMACK STR TR

$13.6M
FIS

FIDELITY MERRIMACK STR TR

$13.6M
FIS

FIDELITY MERRIMACK STR TR

$13.5M