DJP — BARCLAYS BANK PLC

Ownership history in UNIQUE WEALTH, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which UNIQUE WEALTH, LLC reported a position in BARCLAYS BANK PLC (DJP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.27% (2025 Q1)
Avg. % of fund
0.82%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 198,800 +1,308 +0.7% 1.04% $7.5M $37.61
2025 Q3 ADDED 197,492 +894 +0.5% 1.03% $7.0M $35.44
2025 Q2 ADDED 196,598 +6,736 +3.5% 1.08% $6.7M $33.98
2025 Q1 ADDED 189,862 +28,261 +17.5% 1.27% $6.7M $35.31
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DJP price (monthly, adj. close)

Other funds also holding DJP

As of 2025 Q4 — sorted by position size

Legend Financial Advisors, Inc. 3Y 4.68% CULTIVAR CAPITAL, INC. 4.27% BLB&B Advisors, LLC 3Y 7Y 3.71% Bruce G. Allen Investments, LLC 2.63% DIMENSION CAPITAL MANAGEMENT LLC 3Y 7Y 2.58% WLTH Capital Management, LLC 2.22% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 2.03% OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 3Y 7Y 1.43% Ironwood Wealth Management, LLC. 3Y 7Y 1.09% Cassaday & Co Wealth Management LLC 3Y 1.08%
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