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B. Riley Wealth Advisors, Inc.: UNH position timeline

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

B. Riley Wealth Advisors, Inc. held 13,941 UNH shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,941 shares
    Change vs previous 13F +2,122 shares

    0.2% of the 13F portfolio, value $5,117,496.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,819 shares
    Change vs previous 13F +516 shares

    0.27% of the 13F portfolio, value $4,961,904.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    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 11,303 shares
    Change vs previous 13F -3,661 shares

    0.19% of the 13F portfolio, value $2,959,056.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    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 14,964 shares
    Change vs previous 13F +626 shares

    0.23% of the 13F portfolio, value $4,939,760.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    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 14,338 shares
    Change vs previous 13F -536 shares

    0.24% of the 13F portfolio, value $4,950,932.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    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 14,874 shares
    Change vs previous 13F -15,770 shares

    0.22% of the 13F portfolio, value $4,640,382.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    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 30,644 shares
    Change vs previous 13F -761 shares

    0.49% of the 13F portfolio, value $16,049,734.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
    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 31,405 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $15,886,349.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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