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Arkadios Wealth Advisors: UNH position timeline

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

Arkadios Wealth Advisors held 25,742 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 25,742 shares
    Change vs previous 13F +982 shares

    0.16% of the 13F portfolio, value $10,699,018.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 24,760 shares
    Change vs previous 13F +2,737 shares

    0.11% of the 13F portfolio, value $6,699,739.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 22,023 shares
    Change vs previous 13F -260 shares

    0.14% of the 13F portfolio, value $7,269,872.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 22,283 shares
    Change vs previous 13F +2,852 shares

    0.19% of the 13F portfolio, value $7,694,158.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 19,431 shares
    Change vs previous 13F +4,081 shares

    0.18% of the 13F portfolio, value $6,061,769.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 15,350 shares
    Change vs previous 13F +5,631 shares

    0.3% of the 13F portfolio, value $8,039,553.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 9,719 shares
    Change vs previous 13F -1,601 shares

    0.27% of the 13F portfolio, value $4,916,349.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 11,320 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $6,618,365.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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