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Disclosery

CapWealth Advisors, LLC: UNH position timeline

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

CapWealth Advisors, LLC held 59,277 UNH shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 59,277 shares
    Change vs previous 13F -95 shares

    1.64% of the 13F portfolio, value $21,759,401.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 59,372 shares
    Change vs previous 13F +370 shares

    1.69% of the 13F portfolio, value $24,676,784.

    13F-HR 0001531809-26-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 59,002 shares
    Change vs previous 13F +12,431 shares

    1.19% of the 13F portfolio, value $15,965,351.

    13F-HR 0001531809-26-000004 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 46,571 shares
    Change vs previous 13F +956 shares

    1.05% of the 13F portfolio, value $15,373,553.

    13F-HR/A 0001531809-26-000003 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F/A 45,615 shares
    Change vs previous 13F +44,788 shares

    1.08% of the 13F portfolio, value $15,750,860.

    13F-HR/A 0001531809-26-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 827 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $257,999.

    13F-HR 0001531809-25-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 826 shares
    Change vs previous 13F -7 shares

    0.05% of the 13F portfolio, value $432,618.

    13F-HR 0001531809-25-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 833 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $421,381.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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