Unique Wealth Strategies, LLC current holdings: Foreign Stocks
Unique Wealth Strategies, LLC reported $0.01 billion in share positions in stocks (depositary receipts and foreign shares traded over the counter), 6 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are TSM, NVS, UL.
- TSM: Country of operation —; Class SPONSORED ADS; Shares 8,365; Value $3,994,729.
- NVS: Country of operation —; Class SPONSORED ADR; Shares 7,992; Value $1,252,506.
- UL: Country of operation —; Class SPON ADR NEW; Shares 16,625; Value $999,506.
- SAP: Country of operation —; Class SPON ADR; Shares 3,135; Value $483,135.
Form 13F-HR as filed (SEC CIK 2009809): quarter ended 2026-06-30, filed 2026-07-15. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
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