Alliance Wealth Management Group: UNH position timeline

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

Alliance Wealth Management Group held 755 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

period ended2026-06-30
13F 755 shares
Change vs previous 13F 0 shares
0.06% of the 13F portfolio, value $313,801.
13F-HR 0001623707-26-000005 filed by Alliance Wealth Management Group
Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 755 shares
Change vs previous 13F +25 shares
0.04% of the 13F portfolio, value $204,295.
13F-HR 0001623707-26-000003 filed by Alliance Wealth Management Group
Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 730 shares
Change vs previous 13F -25 shares
0.05% of the 13F portfolio, value $240,980.
13F-HR 0001623707-26-000002 filed by Alliance Wealth Management Group
Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 755 shares
Change vs previous 13F +14 shares
0.06% of the 13F portfolio, value $260,702.
13F-HR 0001623707-25-000007 filed by Alliance Wealth Management Group
Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 741 shares
Change vs previous 13F not available
0.06% of the 13F portfolio, value $231,170.
13F-HR 0001623707-25-000005 filed by Alliance Wealth Management Group
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).