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Disclosery

1776 Wealth LLC: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1776 Wealth LLC on UNH, newest first. How the timeline and the estimate are built.

1776 Wealth LLC held 3,569 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,569 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $1,484,193.

    13F-HR 0001803140-26-000004 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,569 shares
    Change vs previous 13F -137 shares

    0.38% of the 13F portfolio, value $965,736.

    13F-HR 0001803140-26-000002 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,706 shares
    Change vs previous 13F +18 shares

    0.46% of the 13F portfolio, value $1,223,388.

    13F-HR 0001803140-26-000001 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,688 shares
    Change vs previous 13F +1,248 shares

    0.49% of the 13F portfolio, value $1,273,466.

    13F-HR 0001803140-25-000005 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,440 shares
    Change vs previous 13F -15 shares

    0.31% of the 13F portfolio, value $761,207.

    13F-HR 0001803140-25-000003 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,455 shares
    Change vs previous 13F +102 shares

    0.59% of the 13F portfolio, value $1,285,806.

    13F-HR 0001803140-25-000002 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,353 shares
    Change vs previous 13F +550 shares

    0.55% of the 13F portfolio, value $1,190,289.

    13F-HR 0001803140-25-000001 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,803 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,054,178.

    13F-HR 0001803140-24-000004 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).