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Connectus Wealth, LLC: UNH position timeline

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

Connectus Wealth, LLC held 55,574 UNH shares at 2024-03-31 per its 13F-HR filed 2024-05-14.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 55,574 shares
    Change vs previous 13F -91,795 shares

    0.75% of the 13F portfolio, value $27,492,488.

    13F-HR 0001765380-24-000228 filed by Connectus 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 ended2023-12-31
    13F 147,369 shares
    Change vs previous 13F -875 shares

    1.59% of the 13F portfolio, value $77,630,031.

    13F-HR 0001765380-24-000142 filed by Connectus 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 ended2023-09-30
    13F 148,244 shares
    Change vs previous 13F -14,136 shares

    1.67% of the 13F portfolio, value $74,784,333.

    13F-HR 0001765380-23-000226 filed by Connectus 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 ended2023-06-30
    13F 162,380 shares
    Change vs previous 13F +2,969 shares

    1.8% of the 13F portfolio, value $78,142,286.

    13F-HR 0001765380-23-000180 filed by Connectus 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 ended2023-03-31
    13F 159,411 shares
    Change vs previous 13F +39,030 shares

    1.86% of the 13F portfolio, value $75,400,553.

    13F-HR 0001765380-23-000120 filed by Connectus 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 ended2022-12-31
    13F 120,381 shares
    Change vs previous 13F -1,752 shares

    1.51% of the 13F portfolio, value $63,859,980.

    13F-HR 0001765380-23-000028 filed by Connectus 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 ended2022-09-30
    13F 122,133 shares
    Change vs previous 13F -17,460 shares

    1.29% of the 13F portfolio, value $61,715,000.

    13F-HR 0001765380-22-000165 filed by Connectus 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 ended2022-06-30
    13F 139,593 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $71,930,000.

    13F-HR 0001765380-22-000125 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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