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Centric Wealth Management: UNH position timeline

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

Centric Wealth Management held 39,178 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,178 shares
    Change vs previous 13F +17,425 shares

    2.36% of the 13F portfolio, value $15,166,484.

    13F-HR 0001104659-26-091800 filed by Centric Wealth Management
    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 21,753 shares
    Change vs previous 13F -1,489 shares

    1.61% of the 13F portfolio, value $8,064,925.

    13F-HR 0001104659-26-059189 filed by Centric Wealth Management
    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 23,242 shares
    Change vs previous 13F -14,343 shares

    1.4% of the 13F portfolio, value $6,637,564.

    13F-HR 0001104659-26-010095 filed by Centric Wealth Management
    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 37,585 shares
    Change vs previous 13F -15,524 shares

    2.86% of the 13F portfolio, value $12,837,447.

    13F-HR 0001104659-25-106007 filed by Centric Wealth Management
    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 53,109 shares
    Change vs previous 13F +49,432 shares

    3.18% of the 13F portfolio, value $13,324,429.

    13F-HR 0001104659-25-076748 filed by Centric Wealth Management
    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 3,677 shares
    Change vs previous 13F -703 shares

    0.51% of the 13F portfolio, value $1,925,632.

    13F-HR 0001104659-25-049158 filed by Centric Wealth Management
    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 4,380 shares
    Change vs previous 13F -3,479 shares

    0.6% of the 13F portfolio, value $2,215,520.

    13F-HR 0001104659-25-012138 filed by Centric Wealth Management
    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 7,859 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $4,689,553.

    13F-HR 0001104659-24-118472 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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