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CMH Wealth Management LLC: UNH position timeline

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

CMH Wealth Management LLC held 4,093 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,093 shares
    Change vs previous 13F +205 shares

    0.26% of the 13F portfolio, value $1,701,174.

    13F-HR 0001657516-26-000004 filed by CMH Wealth Management 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 3,888 shares
    Change vs previous 13F +3,888 shares

    0.18% of the 13F portfolio, value $1,052,054.

    13F-HR 0001657516-26-000003 filed by CMH Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -25,839 shares

    13F-HR 0001657516-25-000008 filed by CMH Wealth Management LLC
    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.

  4. period ended2025-06-30
    13F 25,839 shares
    Change vs previous 13F +11,987 shares

    1.88% of the 13F portfolio, value $8,060,993.

    13F-HR 0001657516-25-000004 filed by CMH Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 13,852 shares
    Change vs previous 13F +240 shares

    1.82% of the 13F portfolio, value $7,254,985.

    13F-HR 0001657516-25-000003 filed by CMH Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 13,612 shares
    Change vs previous 13F +238 shares

    1.58% of the 13F portfolio, value $6,885,767.

    13F-HR 0001657516-25-000002 filed by CMH Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 13,374 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $7,819,511.

    13F-HR 0001657516-24-000008 filed by CMH Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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