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Capital Wealth Planning, LLC: UNH position timeline

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

Capital Wealth Planning, LLC held 3,845 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,845 shares
    Change vs previous 13F -35 shares

    0.01% of the 13F portfolio, value $1,598,220.

    13F-HR 0002085853-26-001006 filed by Capital Wealth Planning, 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 3,880 shares
    Change vs previous 13F -651 shares

    0.01% of the 13F portfolio, value $1,049,967.

    13F-HR 0002085853-26-000600 filed by Capital Wealth Planning, 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 4,531 shares
    Change vs previous 13F -1,557 shares

    0.01% of the 13F portfolio, value $1,495,818.

    13F-HR 0002085853-26-000251 filed by Capital Wealth Planning, 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 6,088 shares
    Change vs previous 13F -593 shares

    0.01% of the 13F portfolio, value $2,102,275.

    13F-HR 0002085853-25-000273 filed by Capital Wealth Planning, 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 6,681 shares
    Change vs previous 13F -911,587 shares

    0.02% of the 13F portfolio, value $2,084,159.

    13F-HR 0001566728-25-000006 filed by Capital Wealth Planning, 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 918,268 shares
    Change vs previous 13F -207,383 shares

    4.17% of the 13F portfolio, value $480,942,675.

    13F-HR 0001566728-25-000005 filed by Capital Wealth Planning, 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 1,125,651 shares
    Change vs previous 13F +115,849 shares

    5.27% of the 13F portfolio, value $569,421,962.

    13F-HR 0001566728-25-000001 filed by Capital Wealth Planning, 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 1,009,802 shares
    Change vs previous 13F not available

    5.51% of the 13F portfolio, value $590,410,918.

    13F-HR 0001566728-24-000005 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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