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Disclosery

BSW Wealth Partners: UNH position timeline

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

BSW Wealth Partners held 2,266 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,266 shares
    Change vs previous 13F -99 shares

    0.1% of the 13F portfolio, value $941,733.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    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 2,365 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $639,905.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    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 2,365 shares
    Change vs previous 13F +440 shares

    0.09% of the 13F portfolio, value $780,570.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    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 1,925 shares
    Change vs previous 13F -409 shares

    0.08% of the 13F portfolio, value $664,820.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    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 2,334 shares
    Change vs previous 13F -339 shares

    0.1% of the 13F portfolio, value $728,256.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    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 2,673 shares
    Change vs previous 13F +187 shares

    0.21% of the 13F portfolio, value $1,400,245.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    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 2,486 shares
    Change vs previous 13F +29 shares

    0.18% of the 13F portfolio, value $1,257,566.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,457 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,436,298.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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