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AE Wealth Management LLC: UNH position timeline

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

AE Wealth Management LLC held 194,452 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 194,452 shares
    Change vs previous 13F +43,764 shares

    0.38% of the 13F portfolio, value $80,819,646.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management 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 150,688 shares
    Change vs previous 13F +98,112 shares

    0.22% of the 13F portfolio, value $40,774,375.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management 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 52,576 shares
    Change vs previous 13F -67,084 shares

    0.1% of the 13F portfolio, value $17,355,715.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management 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 119,660 shares
    Change vs previous 13F +1,937 shares

    0.26% of the 13F portfolio, value $41,319,747.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management 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 117,723 shares
    Change vs previous 13F -45,868 shares

    0.27% of the 13F portfolio, value $36,726,118.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management 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 163,591 shares
    Change vs previous 13F +13,550 shares

    0.72% of the 13F portfolio, value $85,682,446.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management 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 150,041 shares
    Change vs previous 13F +24,069 shares

    0.64% of the 13F portfolio, value $75,899,567.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management 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 125,972 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $73,653,649.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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