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Disclosery

Ascent Wealth Partners, LLC: UNH position timeline

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

Ascent Wealth Partners, LLC held 3,365 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,365 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,398,595.

    13F-HR 0001546865-26-000005 filed by Ascent Wealth Partners, 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 3,365 shares
    Change vs previous 13F +38 shares

    0.11% of the 13F portfolio, value $910,535.

    13F-HR 0001546865-26-000004 filed by Ascent Wealth Partners, 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 3,327 shares
    Change vs previous 13F +10 shares

    0.13% of the 13F portfolio, value $1,098,276.

    13F-HR 0001546865-26-000002 filed by Ascent Wealth Partners, 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 3,317 shares
    Change vs previous 13F -1 shares

    0.13% of the 13F portfolio, value $1,145,360.

    13F-HR 0001546865-25-000007 filed by Ascent Wealth Partners, 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 3,318 shares
    Change vs previous 13F -2,657 shares

    0.13% of the 13F portfolio, value $1,035,116.

    13F-HR 0001546865-25-000004 filed by Ascent Wealth Partners, 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 5,975 shares
    Change vs previous 13F -13,510 shares

    0.42% of the 13F portfolio, value $3,129,406.

    13F-HR 0001546865-25-000003 filed by Ascent Wealth Partners, 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 19,485 shares
    Change vs previous 13F +142 shares

    1.33% of the 13F portfolio, value $9,856,682.

    13F-HR 0001546865-25-000002 filed by Ascent Wealth Partners, 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 19,343 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $11,309,465.

    13F-HR 0001546865-24-000008 filed by Ascent Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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