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BCGM Wealth Management, LLC: UNH position timeline

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

BCGM Wealth Management, LLC held 8,027 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,027 shares
    Change vs previous 13F +478 shares

    0.71% of the 13F portfolio, value $3,336,388.

    13F-HR 0001765380-26-000268 filed by BCGM 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 7,549 shares
    Change vs previous 13F +747 shares

    0.51% of the 13F portfolio, value $2,042,591.

    13F-HR 0001765380-26-000167 filed by BCGM 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 6,802 shares
    Change vs previous 13F +288 shares

    0.57% of the 13F portfolio, value $2,245,332.

    13F-HR 0001830467-26-000001 filed by BCGM 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 6,514 shares
    Change vs previous 13F +159 shares

    0.59% of the 13F portfolio, value $2,249,287.

    13F-HR 0001830467-25-000003 filed by BCGM 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 6,355 shares
    Change vs previous 13F +2,359 shares

    0.56% of the 13F portfolio, value $1,982,644.

    13F-HR 0001765380-25-000283 filed by BCGM 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 3,996 shares
    Change vs previous 13F +138 shares

    0.64% of the 13F portfolio, value $2,093,113.

    13F-HR 0001765380-25-000194 filed by BCGM 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 3,858 shares
    Change vs previous 13F +143 shares

    0.62% of the 13F portfolio, value $1,951,661.

    13F-HR 0001765380-25-000033 filed by BCGM 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 3,715 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $2,171,974.

    13F-HR 0001765380-24-000402 filed by BCGM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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