Avitas Wealth Management LLC: UNH position timeline

Avitas Wealth Management LLC held 16,358 UNH shares at 2024-12-31 per its 13F-HR filed 2025-01-27.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 16,358 shares

   Change vs previous 13F -178 shares

   1.14% of the 13F portfolio, value $8,274,858.

   13F-HR 0001734565-25-000001 filed by Avitas Wealth Management LLC
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

2. period ended2024-09-30

   13F 16,536 shares

   Change vs previous 13F -270 shares

   1.36% of the 13F portfolio, value $9,668,268.

   13F-HR 0001734565-24-000007 filed by Avitas Wealth Management LLC
   Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

3. period ended2024-06-30

   13F 16,806 shares

   Change vs previous 13F -226 shares

   1.25% of the 13F portfolio, value $8,558,624.

   13F-HR 0001734565-24-000004 filed by Avitas Wealth Management LLC
   Filed 2024-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

4. period ended2024-03-31

   13F 17,032 shares

   Change vs previous 13F -119 shares

   1.28% of the 13F portfolio, value $8,425,730.

   13F-HR 0001734565-24-000003 filed by Avitas Wealth Management LLC
   Filed 2024-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

5. period ended2023-12-31

   13F 17,151 shares

   Change vs previous 13F -40 shares

   1.51% of the 13F portfolio, value $9,029,487.

   13F-HR 0001734565-24-000001 filed by Avitas Wealth Management LLC
   Filed 2024-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

6. period ended2023-09-30

   13F 17,191 shares

   Change vs previous 13F -378 shares

   1.65% of the 13F portfolio, value $8,667,530.

   13F-HR 0001734565-23-000005 filed by Avitas Wealth Management LLC
   Filed 2023-11-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

7. period ended2023-06-30

   13F 17,569 shares

   Change vs previous 13F -138 shares

   1.53% of the 13F portfolio, value $8,444,364.

   13F-HR 0001734565-23-000004 filed by Avitas Wealth Management LLC
   Filed 2023-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

8. period ended2023-03-31

   13F 17,707 shares

   Change vs previous 13F not available

   1.64% of the 13F portfolio, value $8,368,151.

   13F-HR 0001734565-23-000003 filed by Avitas Wealth Management LLC
   Filed 2023-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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