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Buck Wealth Strategies, LLC: UNH position timeline

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

Buck Wealth Strategies, LLC held 974 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 974 shares
    Change vs previous 13F -46,604 shares

    0.04% of the 13F portfolio, value $404,644.

    13F-HR 0001973259-26-000003 filed by Buck Wealth Strategies, 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 47,578 shares
    Change vs previous 13F +12,177 shares

    1.59% of the 13F portfolio, value $12,874,073.

    13F-HR 0001973259-26-000002 filed by Buck Wealth Strategies, 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 35,401 shares
    Change vs previous 13F +6,422 shares

    1.48% of the 13F portfolio, value $11,686,272.

    13F-HR 0001973259-26-000001 filed by Buck Wealth Strategies, 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 28,979 shares
    Change vs previous 13F +2,088 shares

    1.37% of the 13F portfolio, value $10,006,521.

    13F-HR 0001973259-25-000006 filed by Buck Wealth Strategies, 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 26,891 shares
    Change vs previous 13F +8,307 shares

    1.28% of the 13F portfolio, value $8,389,192.

    13F-HR 0001973259-25-000004 filed by Buck Wealth Strategies, 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 18,584 shares
    Change vs previous 13F +2,837 shares

    1.77% of the 13F portfolio, value $9,733,211.

    13F-HR 0001973259-25-000001 filed by Buck Wealth Strategies, 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 15,747 shares
    Change vs previous 13F +3,571 shares

    1.66% of the 13F portfolio, value $7,965,686.

    13F-HR 0001986042-25-000003 filed by Buck Wealth Strategies, LLC
    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 12,176 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $7,120,064.

    13F-HR 0001973259-24-000005 filed by Buck Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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