Bernardo Wealth Planning LLC: UNH position timeline

Bernardo Wealth Planning LLC held 907 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 907 shares

   Change vs previous 13F +907 shares

   0.06% of the 13F portfolio, value $377,142.

   13F-HR 0001765595-26-000003 filed by Bernardo Wealth Planning LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -706 shares

   13F-HR 0001765595-26-000002 filed by Bernardo Wealth Planning LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-12-31

   13F 706 shares

   Change vs previous 13F -86 shares

   0.04% of the 13F portfolio, value $233,200.

   13F-HR 0001765595-26-000001 filed by Bernardo Wealth Planning LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 792 shares

   Change vs previous 13F +17 shares

   0.05% of the 13F portfolio, value $273,626.

   13F-HR 0001765595-25-000007 filed by Bernardo Wealth Planning LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 775 shares

   Change vs previous 13F -58 shares

   0.05% of the 13F portfolio, value $242,000.

   13F-HR 0001765595-25-000006 filed by Bernardo Wealth Planning LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F/A 833 shares

   Change vs previous 13F +37 shares

   0.1% of the 13F portfolio, value $436,000.

   13F-HR/A 0001765595-25-000004 filed by Bernardo Wealth Planning LLC
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 796 shares

   Change vs previous 13F +13 shares

   0.1% of the 13F portfolio, value $414,308.

   13F-HR 0001765595-25-000001 filed by Bernardo Wealth Planning LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 783 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $443,000.

   13F-HR 0001765595-24-000005 filed by Bernardo Wealth Planning LLC
   Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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