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Disclosery

Burt Wealth Advisors: UNH position timeline

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

Burt Wealth Advisors held 15,141 UNH shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 15,141 shares
    Change vs previous 13F -355 shares

    1.28% of the 13F portfolio, value $5,228,108.

    13F-HR 0001705819-25-000078 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 15,496 shares
    Change vs previous 13F -545 shares

    1.11% of the 13F portfolio, value $4,834,168.

    13F-HR 0001705819-25-000043 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 16,041 shares
    Change vs previous 13F +176 shares

    2.11% of the 13F portfolio, value $8,401,708.

    13F-HR 0001705819-25-000026 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 15,865 shares
    Change vs previous 13F -251 shares

    2.04% of the 13F portfolio, value $8,025,646.

    13F-HR 0001705819-25-000020 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 16,116 shares
    Change vs previous 13F -252 shares

    2.32% of the 13F portfolio, value $9,422,849.

    13F-HR 0001705819-24-000063 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 16,368 shares
    Change vs previous 13F -957 shares

    2.2% of the 13F portfolio, value $8,335,651.

    13F-HR 0001705819-24-000038 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 17,325 shares
    Change vs previous 13F +276 shares

    2.17% of the 13F portfolio, value $8,570,632.

    13F-HR 0001705819-24-000024 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 17,049 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $8,975,775.

    13F-HR 0001705819-24-000013 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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