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Disclosery

Baron Wealth Management LLC: UNH position timeline

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

Baron Wealth Management LLC held 1,957 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,957 shares
    Change vs previous 13F +540 shares

    0.21% of the 13F portfolio, value $813,239.

    13F-HR 0001968507-26-000006 filed by Baron Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 1,417 shares
    Change vs previous 13F -657 shares

    0.11% of the 13F portfolio, value $383,533.

    13F-HR 0001968507-26-000004 filed by Baron 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 ended2025-12-31
    13F 2,074 shares
    Change vs previous 13F +146 shares

    0.21% of the 13F portfolio, value $684,740.

    13F-HR 0001968507-26-000003 filed by Baron 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 ended2025-09-30
    13F 1,928 shares
    Change vs previous 13F +915 shares

    0.22% of the 13F portfolio, value $665,816.

    13F-HR 0001968507-25-000007 filed by Baron 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 ended2025-06-30
    13F 1,013 shares
    Change vs previous 13F -473 shares

    0.11% of the 13F portfolio, value $316,065.

    13F-HR 0001968507-25-000006 filed by Baron 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 ended2025-03-31
    13F 1,486 shares
    Change vs previous 13F -359 shares

    0.34% of the 13F portfolio, value $778,342.

    13F-HR 0001968507-25-000004 filed by Baron 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 ended2024-12-31
    13F 1,845 shares
    Change vs previous 13F -78 shares

    0.44% of the 13F portfolio, value $933,351.

    13F-HR 0001968507-25-000001 filed by Baron 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 ended2024-09-30
    13F 1,923 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,124,375.

    13F-HR 0001968507-24-000005 filed by Baron Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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