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

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

B. Riley Wealth Management, Inc. held 17,857 UNH shares at 2022-06-30 per its 13F-HR filed 2022-09-09.

the latest 13F is the newest step

  1. period ended2022-06-30
    13F 17,857 shares
    Change vs previous 13F -2,748 shares

    0.38% of the 13F portfolio, value $40,472,000.

    13F-HR 0001213900-22-055032 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-03-31
    13F 20,605 shares
    Change vs previous 13F -1,996 shares

    0.81% of the 13F portfolio, value $10,508,000.

    13F-HR 0001213900-22-025213 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-12-31
    13F 22,601 shares
    Change vs previous 13F +811 shares

    0.79% of the 13F portfolio, value $11,349,000.

    13F-HR 0001213900-22-006241 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-09-30
    13F 21,790 shares
    Change vs previous 13F +1,650 shares

    0.65% of the 13F portfolio, value $8,514,000.

    13F-HR 0001213900-21-058322 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-06-30
    13F 20,140 shares
    Change vs previous 13F -81 shares

    0.89% of the 13F portfolio, value $8,065,000.

    13F-HR 0001213900-21-041763 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-03-31
    13F 20,221 shares
    Change vs previous 13F +1,011 shares

    0.88% of the 13F portfolio, value $7,524,000.

    13F-HR 0001213900-21-027030 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-12-31
    13F 19,210 shares
    Change vs previous 13F -1,998 shares

    0.87% of the 13F portfolio, value $6,736,000.

    13F-HR 0001213900-21-008521 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-09-30
    13F 21,208 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $6,612,000.

    13F-HR 0001213900-20-036301 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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