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Disclosery

Chung Wu Investment Group, LLC: UNH position timeline

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

Chung Wu Investment Group, LLC held 5,338 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,338 shares
    Change vs previous 13F +1,833 shares

    1.46% of the 13F portfolio, value $2,218,633.

    13F-HR 0002054278-26-000003 filed by Chung Wu Investment Group, 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 3,505 shares
    Change vs previous 13F -1,570 shares

    0.82% of the 13F portfolio, value $948,418.

    13F-HR 0002054278-26-000002 filed by Chung Wu Investment Group, 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 5,075 shares
    Change vs previous 13F -1,920 shares

    1.37% of the 13F portfolio, value $1,675,308.

    13F-HR 0002054278-26-000001 filed by Chung Wu Investment Group, 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 6,995 shares
    Change vs previous 13F +5,155 shares

    2.01% of the 13F portfolio, value $2,415,374.

    13F-HR 0002054278-25-000005 filed by Chung Wu Investment Group, 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 1,840 shares
    Change vs previous 13F -4,583 shares

    0.6% of the 13F portfolio, value $574,025.

    13F-HR 0002054278-25-000003 filed by Chung Wu Investment Group, 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 6,423 shares
    Change vs previous 13F -50 shares

    4.02% of the 13F portfolio, value $3,364,046.

    13F-HR 0001085146-25-002297 filed by Chung Wu Investment Group, 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 6,473 shares
    Change vs previous 13F not available

    3.3% of the 13F portfolio, value $3,274,432.

    13F-HR 0001085146-25-000872 filed by Chung Wu Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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