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Disclosery

ACG Wealth: UNH position timeline

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

ACG Wealth held 1,192 UNH shares at 2022-09-30 per its 13F-HR filed 2022-11-03.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 1,192 shares
    Change vs previous 13F -377 shares

    0.14% of the 13F portfolio, value $602,000.

    13F-HR 0001569071-22-000004 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 1,569 shares
    Change vs previous 13F +295 shares

    0.16% of the 13F portfolio, value $806,000.

    13F-HR 0001569071-22-000003 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 1,274 shares
    Change vs previous 13F +56 shares

    0.12% of the 13F portfolio, value $650,000.

    13F-HR 0001569071-22-000002 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 1,218 shares
    Change vs previous 13F -17 shares

    0.09% of the 13F portfolio, value $612,000.

    13F-HR 0001569071-22-000001 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 1,235 shares
    Change vs previous 13F +72 shares

    0.06% of the 13F portfolio, value $483,000.

    13F-HR 0001569071-21-000006 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 1,163 shares
    Change vs previous 13F -173 shares

    0.06% of the 13F portfolio, value $466,000.

    13F-HR 0001569071-21-000005 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 1,336 shares
    Change vs previous 13F -1,315 shares

    0.07% of the 13F portfolio, value $497,000.

    13F-HR 0001569071-21-000003 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 2,651 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $930,000.

    13F-HR 0001569071-21-000001 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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