Skip to content
Disclosery

AVAII WEALTH MANAGEMENT, LLC: UNH position timeline

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

AVAII WEALTH MANAGEMENT, LLC held 3,231 UNH shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,231 shares
    Change vs previous 13F -104 shares

    0.35% of the 13F portfolio, value $1,201,600.

    13F-HR 0001951757-26-001655 filed by AVAII WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,335 shares
    Change vs previous 13F -77 shares

    0.41% of the 13F portfolio, value $1,385,960.

    13F-HR 0001951757-26-001196 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,412 shares
    Change vs previous 13F -2,055 shares

    0.32% of the 13F portfolio, value $923,369.

    13F-HR 0001951757-26-000654 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,467 shares
    Change vs previous 13F +330 shares

    0.65% of the 13F portfolio, value $1,804,620.

    13F-HR 0001951757-26-000068 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,137 shares
    Change vs previous 13F +1,671 shares

    0.67% of the 13F portfolio, value $1,773,637.

    13F-HR 0001951757-25-001183 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,466 shares
    Change vs previous 13F +2,822 shares

    0.48% of the 13F portfolio, value $1,081,206.

    13F-HR 0001951757-25-000828 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F/A 644 shares
    Change vs previous 13F -32 shares

    0.18% of the 13F portfolio, value $337,295.

    13F-HR/A 0001951757-25-000376 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 676 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $342,028.

    13F-HR 0001951757-25-000078 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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