Unique Wealth Strategies, LLC quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Unique Wealth Strategies, LLC opened 0 positions, added to 3, reduced 2, sold out of 3 and left 1 unchanged. The largest increase in value was TSM (+$1,110,436); the largest decrease was SONY (-$849,942).
- UL: Country of operation —; Class SPON ADR NEW; Shares 2026-03-31 16,567; Shares 2026-06-30 16,625.
- SAP: Country of operation —; Class SPON ADR; Shares 2026-03-31 3,110; Shares 2026-06-30 3,135.
- RELX: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 13,098; Shares 2026-06-30 13,239.
Two Form 13F-HR filings compared (SEC CIK 2009809): 2026-03-31 (filed 2026-07-15) and 2026-06-30 (filed 2026-07-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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