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Disclosery

Bison Wealth, LLC: UNH position timeline

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

Bison Wealth, LLC held 3,317 UNH shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 3,317 shares
    Change vs previous 13F -7,130 shares

    0.37% of the 13F portfolio, value $1,678,056.

    13F-HR 0001172661-25-001285 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 10,447 shares
    Change vs previous 13F +1,081 shares

    0.97% of the 13F portfolio, value $6,108,324.

    13F-HR 0001172661-24-004465 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 9,366 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $4,633,419.

    13F-HR 0001172661-24-002986 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 9,366 shares
    Change vs previous 13F -185 shares

    0.75% of the 13F portfolio, value $4,633,419.

    13F-HR 0001172661-24-002121 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 9,551 shares
    Change vs previous 13F +333 shares

    0.89% of the 13F portfolio, value $5,028,167.

    13F-HR 0001172661-24-000384 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 9,218 shares
    Change vs previous 13F +10 shares

    0.9% of the 13F portfolio, value $4,647,500.

    13F-HR 0001172661-23-003718 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 9,208 shares
    Change vs previous 13F +1,678 shares

    0.82% of the 13F portfolio, value $4,425,657.

    13F-HR 0001172661-23-003169 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 7,530 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $3,680,363.

    13F-HR 0001172661-23-002097 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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