Skip to content
Disclosery

Amplius Wealth Advisors, LLC: UNH position timeline

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

Amplius Wealth Advisors, LLC held 1,632 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,632 shares
    Change vs previous 13F -114 shares

    0.05% of the 13F portfolio, value $678,422.

    13F-HR 0001900584-26-000004 filed by Amplius Wealth Advisors, 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 1,746 shares
    Change vs previous 13F -330 shares

    0.04% of the 13F portfolio, value $472,565.

    13F-HR 0001900584-26-000003 filed by Amplius Wealth Advisors, 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 2,076 shares
    Change vs previous 13F -21 shares

    0.06% of the 13F portfolio, value $685,242.

    13F-HR 0001900584-26-000001 filed by Amplius Wealth Advisors, 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 2,097 shares
    Change vs previous 13F -2,007 shares

    0.06% of the 13F portfolio, value $724,000.

    13F-HR 0001900584-25-000007 filed by Amplius Wealth Advisors, 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 4,104 shares
    Change vs previous 13F +3,029 shares

    0.12% of the 13F portfolio, value $1,280,220.

    13F-HR 0001900584-25-000005 filed by Amplius Wealth Advisors, 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 1,075 shares
    Change vs previous 13F -18 shares

    0.06% of the 13F portfolio, value $563,168.

    13F-HR 0001900584-25-000003 filed by Amplius Wealth Advisors, 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 1,093 shares
    Change vs previous 13F +115 shares

    0.06% of the 13F portfolio, value $552,997.

    13F-HR 0001900584-25-000002 filed by Amplius Wealth Advisors, 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 978 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $571,756.

    13F-HR 0001900584-24-000006 filed by Amplius Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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