Skip to content
Disclosery

Copperwynd Financial, LLC: UNH position timeline

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

Copperwynd Financial, LLC held 2,680 UNH shares at 2025-06-30 per its 13F-HR filed 2025-07-24.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 2,680 shares
    Change vs previous 13F +410 shares

    0.21% of the 13F portfolio, value $835,947.

    13F-HR 0001687832-25-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 2,270 shares
    Change vs previous 13F +139 shares

    0.33% of the 13F portfolio, value $1,189,059.

    13F-HR 0001687832-25-000002 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 2,131 shares
    Change vs previous 13F +111 shares

    0.3% of the 13F portfolio, value $1,077,819.

    13F-HR 0001687832-25-000001 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 2,020 shares
    Change vs previous 13F +245 shares

    0.36% of the 13F portfolio, value $1,181,088.

    13F-HR 0001687832-24-000005 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 1,775 shares
    Change vs previous 13F +346 shares

    0.33% of the 13F portfolio, value $1,022,453.

    13F-HR 0001687832-24-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 1,429 shares
    Change vs previous 13F +246 shares

    0.25% of the 13F portfolio, value $707,075.

    13F-HR 0001687832-24-000002 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 1,183 shares
    Change vs previous 13F -2 shares

    0.25% of the 13F portfolio, value $622,575.

    13F-HR 0001687832-24-000001 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 1,185 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $597,481.

    13F-HR 0001687832-23-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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