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Caliber Wealth Management, LLC / KS: UNH position timeline

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

Caliber Wealth Management, LLC / KS held 9,338 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,338 shares
    Change vs previous 13F -5,089 shares

    0.37% of the 13F portfolio, value $3,881,011.

    13F-HR 0002067120-26-000009 filed by Caliber Wealth Management, LLC / KS
    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 14,427 shares
    Change vs previous 13F +1,059 shares

    0.43% of the 13F portfolio, value $3,903,912.

    13F-HR 0002067120-26-000005 filed by Caliber Wealth Management, LLC / KS
    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 13,368 shares
    Change vs previous 13F +1,882 shares

    0.47% of the 13F portfolio, value $4,413,072.

    13F-HR 0002067120-26-000003 filed by Caliber Wealth Management, LLC / KS
    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 11,486 shares
    Change vs previous 13F +1,126 shares

    0.44% of the 13F portfolio, value $3,966,236.

    13F-HR 0002067120-25-000004 filed by Caliber Wealth Management, LLC / KS
    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 10,360 shares
    Change vs previous 13F +3,148 shares

    0.35% of the 13F portfolio, value $3,232,147.

    13F-HR 0001085146-25-004333 filed by Caliber Wealth Management, LLC / KS
    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 7,212 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $3,777,517.

    13F-HR 0001085146-25-002672 filed by Caliber Wealth Management, LLC / KS
    Filed (acceptance time not in the bulk data set), ingested

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