UNIQUE WEALTH, LLC BCTK β€” BARON ETF TR

Ownership history in UNIQUE WEALTH, LLC  Β·  1 quarter on record

AI Ownership Summary

UNIQUE WEALTH, LLC reported BARON ETF TR (BCTK) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.09% in 2026 Q2. The latest visible filing shows BCTK at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BCTK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was UNIQUE WEALTH, LLC's position in BARON ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BCTK was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How UNIQUE WEALTH, LLC held BCTK β€” position size vs. price
% of Fund (quarterly)    BCTK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 22,567 β€” β€” 0.09% $733K 2026-07-21 $29.73

FAQ About UNIQUE WEALTH, LLC and BCTK

These are the practical questions this page is built to answer before you even open the full history table.

How long has UNIQUE WEALTH, LLC reported owning BCTK?

UNIQUE WEALTH, LLC reported BCTK across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported BCTK position in UNIQUE WEALTH, LLC's portfolio?

The largest reported portfolio weight for BCTK was 0.09% in 2026 Q2.

What is the latest reported BCTK position on this page?

The most recent filing on this page is 2026 Q2, when UNIQUE WEALTH, LLC reported 22,567 shares, equal to 0.09% of portfolio, with an estimated market value of $733K.

What does the chart on this BCTK ownership page compare?

The chart compares UNIQUE WEALTH, LLC's quarterly BCTK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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