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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 3,368 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 3,368 shares
    Change vs previous 13F +481 shares

    0.13% of the 13F portfolio, value $1,407,889.

    13F-HR 0001493152-26-032296 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 ended2026-03-31
    13F 2,887 shares
    Change vs previous 13F +38 shares

    0.11% of the 13F portfolio, value $1,157,993.

    13F-HR 0001493152-26-023586 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 ended2025-12-31
    13F 2,849 shares
    Change vs previous 13F -1,688 shares

    0.09% of the 13F portfolio, value $785,049.

    13F-HR 0001493152-26-012336 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 ended2025-09-30
    13F 4,537 shares
    Change vs previous 13F -119 shares

    0.14% of the 13F portfolio, value $1,523,873.

    13F-HR 0001493152-25-021659 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 ended2025-06-30
    13F 4,656 shares
    Change vs previous 13F +1,360 shares

    0.11% of the 13F portfolio, value $1,415,763.

    13F-HR 0001641172-25-019676 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 ended2025-03-31
    13F 3,296 shares
    Change vs previous 13F +2,738 shares

    0.13% of the 13F portfolio, value $1,432,407.

    13F-HR 0001641172-25-009192 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 ended2024-12-31
    13F 558 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $282,034.

    13F-HR 0001493152-25-008165 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).