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Disclosery

Challenger Wealth Management: UNH position timeline

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

Challenger Wealth Management held 566 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 566 shares
    Change vs previous 13F +566 shares

    0.17% of the 13F portfolio, value $235,323.

    13F-HR 0002057602-26-000003 filed by Challenger 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 0 shares
    Change vs previous 13F -633 shares

    13F-HR 0002057602-26-000002 filed by Challenger Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 633 shares
    Change vs previous 13F -169 shares

    0.16% of the 13F portfolio, value $208,842.

    13F-HR 0002057602-26-000001 filed by Challenger 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 802 shares
    Change vs previous 13F -685 shares

    0.22% of the 13F portfolio, value $276,775.

    13F-HR 0002057602-25-000006 filed by Challenger 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 1,487 shares
    Change vs previous 13F -62 shares

    0.32% of the 13F portfolio, value $463,834.

    13F-HR 0002057602-25-000004 filed by Challenger 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 1,549 shares
    Change vs previous 13F -197 shares

    0.64% of the 13F portfolio, value $811,067.

    13F-HR 0002057602-25-000003 filed by Challenger 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 1,746 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $883,210.

    13F-HR 0002057602-25-000001 filed by Challenger Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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