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Bell & Brown Wealth Advisors, LLC: UNH position timeline

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

Bell & Brown Wealth Advisors, LLC held 14,604 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,604 shares
    Change vs previous 13F +840 shares

    1.84% of the 13F portfolio, value $6,069,840.

    13F-HR 0001725362-26-000008 filed by Bell & Brown Wealth Advisors, 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 13,764 shares
    Change vs previous 13F +12,009 shares

    1.21% of the 13F portfolio, value $3,724,342.

    13F-HR 0001725362-26-000004 filed by Bell & Brown Wealth Advisors, 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/A 1,755 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $579,343.

    13F-HR/A 0001725362-26-000006 filed by Bell & Brown Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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