BKM Wealth Management, LLC: UNH position timeline

BKM Wealth Management, LLC held 0 UNH shares at 2025-09-30 per its 13F-HR filed 2025-10-23.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -5,726 shares

   13F-HR 0002007263-25-000007 filed by BKM Wealth Management, LLC
   Filed 2025-10-23 (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).

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

2. period ended2025-06-30

   13F 5,726 shares

   Change vs previous 13F +1,296 shares

   0.7% of the 13F portfolio, value $1,786,343.

   13F-HR 0002007263-25-000005 filed by BKM Wealth Management, LLC
   Filed 2025-07-29 (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).

3. period ended2025-03-31

   13F 4,430 shares

   Change vs previous 13F -1,497 shares

   0.96% of the 13F portfolio, value $2,320,214.

   13F-HR 0002007263-25-000004 filed by BKM Wealth Management, LLC
   Filed 2025-05-05 (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).

4. period ended2024-12-31

   13F 5,927 shares

   Change vs previous 13F +454 shares

   1.23% of the 13F portfolio, value $2,998,232.

   13F-HR 0002007263-25-000003 filed by BKM Wealth Management, LLC
   Filed 2025-01-31 (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).

5. period ended2024-09-30

   13F 5,473 shares

   Change vs previous 13F not available

   1.3% of the 13F portfolio, value $3,199,955.

   13F-HR 0002007263-24-000007 filed by BKM Wealth Management, LLC
   Filed 2024-10-23 (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).