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Code Waechter LLC: UNH position timeline

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

Code Waechter LLC held 1,220 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 1,220 shares
    Change vs previous 13F +462 shares

    0.26% of the 13F portfolio, value $507,069.

    13F-HR 0002039212-26-000003 filed by Code Waechter 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 758 shares
    Change vs previous 13F -644 shares

    0.12% of the 13F portfolio, value $205,107.

    13F-HR 0002039212-26-000002 filed by Code Waechter 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 1,402 shares
    Change vs previous 13F +391 shares

    0.3% of the 13F portfolio, value $462,869.

    13F-HR 0002039212-26-000001 filed by Code Waechter 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 1,011 shares
    Change vs previous 13F -664 shares

    0.24% of the 13F portfolio, value $363,949.

    13F-HR 0002039212-25-000006 filed by Code Waechter 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 1,675 shares
    Change vs previous 13F +486 shares

    0.37% of the 13F portfolio, value $522,602.

    13F-HR 0002039212-25-000005 filed by Code Waechter 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 1,189 shares
    Change vs previous 13F -64 shares

    0.51% of the 13F portfolio, value $623,000.

    13F-HR 0002039212-25-000003 filed by Code Waechter 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 1,253 shares
    Change vs previous 13F -26 shares

    0.55% of the 13F portfolio, value $633,927.

    13F-HR 0002039212-25-000001 filed by Code Waechter LLC
    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 1,279 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $748,000.

    13F-HR 0002039212-24-000001 filed by Code Waechter LLC
    Filed (acceptance time not in the bulk data set), ingested

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