CDC VICTORY PORTFOLIOS II

Ownership history in UNIQUE WEALTH, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which UNIQUE WEALTH, LLC reported a position in VICTORY PORTFOLIOS II (CDC). 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
8.47% (2022 Q4)
Avg. % of fund
2.08%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 6,046 -1,527 -20.2% 0.06% $404K $65.60
2025 Q2 REDUCED 7,573 -3,735 -33.0% 0.08% $482K $62.09
2025 Q1 REDUCED 11,308 -8,561 -43.1% 0.14% $743K $63.48
2024 Q4 REDUCED 19,869 -6,580 -24.9% 0.26% $1.2M $60.12
2024 Q3 REDUCED 26,449 -18,852 -41.6% 0.39% $1.7M $61.78
2024 Q2 REDUCED 45,301 -5,554 -10.9% 0.69% $2.7M $55.19
2024 Q1 REDUCED 50,855 -30,566 -37.5% 0.85% $3.0M $55.67
2023 Q4 REDUCED 81,421 -12,261 -13.1% 1.49% $4.6M $52.52
2023 Q3 REDUCED 93,682 -13,770 -12.8% 2.18% $5.2M $50.98
2023 Q2 REDUCED 107,452 -153,496 -58.8% 2.70% $6.2M $52.03
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% of Fund (quarterly)    CDC price (monthly, adj. close)
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