Axiom Financial Strategies, LLC: UNH position timeline

Axiom Financial Strategies, LLC held 558 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 558 shares

   Change vs previous 13F +558 shares

   0.07% of the 13F portfolio, value $231,922.

   13F-HR 0001951757-26-001108 filed by Axiom Financial Strategies, LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -574 shares

   13F-HR 0001951757-25-001001 filed by Axiom Financial Strategies, LLC
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-03-31

   13F 574 shares

   Change vs previous 13F -1 shares

   0.18% of the 13F portfolio, value $300,633.

   13F-HR 0001951757-25-000558 filed by Axiom Financial Strategies, LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 575 shares

   Change vs previous 13F +20 shares

   0.16% of the 13F portfolio, value $290,869.

   13F-HR 0001951757-25-000095 filed by Axiom Financial Strategies, LLC
   Filed 2025-01-22 (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).

5. period ended2024-09-30

   13F 555 shares

   Change vs previous 13F not available

   0.17% of the 13F portfolio, value $324,497.

   13F-HR 0001951757-24-001197 filed by Axiom Financial Strategies, LLC
   Filed 2024-11-12 (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).