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Disclosery

Confluence Wealth Services, Inc.: UNH position timeline

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

Confluence Wealth Services, Inc. held 7,916 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,916 shares
    Change vs previous 13F +1,434 shares

    0.09% of the 13F portfolio, value $3,289,982.

    13F-HR 0001910411-26-000004 filed by Confluence Wealth Services, Inc.
    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 6,482 shares
    Change vs previous 13F +404 shares

    0.07% of the 13F portfolio, value $1,753,842.

    13F-HR 0001910411-26-000003 filed by Confluence Wealth Services, Inc.
    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 6,078 shares
    Change vs previous 13F -2,853 shares

    0.08% of the 13F portfolio, value $2,006,205.

    13F-HR 0001910411-26-000002 filed by Confluence Wealth Services, Inc.
    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 8,931 shares
    Change vs previous 13F +1,830 shares

    0.15% of the 13F portfolio, value $3,083,679.

    13F-HR 0001910411-25-000006 filed by Confluence Wealth Services, Inc.
    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 7,101 shares
    Change vs previous 13F -379 shares

    0.12% of the 13F portfolio, value $2,215,229.

    13F-HR 0001910411-25-000004 filed by Confluence Wealth Services, Inc.
    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 7,480 shares
    Change vs previous 13F +612 shares

    0.2% of the 13F portfolio, value $3,201,059.

    13F-HR 0001910411-25-000002 filed by Confluence Wealth Services, Inc.
    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 6,868 shares
    Change vs previous 13F +789 shares

    0.24% of the 13F portfolio, value $3,638,218.

    13F-HR 0001910411-25-000001 filed by Confluence Wealth Services, Inc.
    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 6,079 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $3,554,167.

    13F-HR 0001910411-24-000005 filed by Confluence Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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