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Disclosery

CIC Wealth, LLC: UNH position timeline

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

CIC Wealth, LLC held 4,274 UNH shares at 2024-09-30 per its 13F-HR filed 2024-11-08.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 4,274 shares
    Change vs previous 13F -133 shares

    0.65% of the 13F portfolio, value $2,498,813.

    13F-HR 0001951757-24-001188 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 4,407 shares
    Change vs previous 13F +186 shares

    0.62% of the 13F portfolio, value $2,244,433.

    13F-HR 0001951757-24-000490 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 4,221 shares
    Change vs previous 13F +198 shares

    0.61% of the 13F portfolio, value $2,088,096.

    13F-HR 0001951757-24-000270 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 4,023 shares
    Change vs previous 13F -727 shares

    0.67% of the 13F portfolio, value $2,117,994.

    13F-HR 0001951757-24-000009 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 4,750 shares
    Change vs previous 13F +1,432 shares

    0.86% of the 13F portfolio, value $2,394,817.

    13F-HR 0001951757-23-000519 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 3,318 shares
    Change vs previous 13F +684 shares

    0.55% of the 13F portfolio, value $1,594,586.

    13F-HR 0001951757-23-000400 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 2,634 shares
    Change vs previous 13F +5 shares

    0.47% of the 13F portfolio, value $1,245,004.

    13F-HR 0001951757-23-000256 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 2,629 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,393,977.

    13F-HR 0001965909-23-000001 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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