CWC Advisors, LLC.: UNH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWC Advisors, LLC. on UNH, newest first. How the timeline and the estimate are built.
CWC Advisors, LLC. held 6,879 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 6,879 sharesChange vs previous 13F -342 shares
1.27% of the 13F portfolio, value $2,859,119.
13F-HR 0001941040-26-000433 filed by CWC Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,221 sharesChange vs previous 13F +264 shares
0.93% of the 13F portfolio, value $1,953,930.
13F-HR 0001941040-26-000223 filed by CWC Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,957 sharesChange vs previous 13F -320 shares
1.11% of the 13F portfolio, value $2,296,575.
13F-HR 0001941040-26-000043 filed by CWC Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,277 sharesChange vs previous 13F +2,907 shares
1.23% of the 13F portfolio, value $2,512,748.
13F-HR 0001941040-25-000544 filed by CWC Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,370 sharesChange vs previous 13F +1,393 shares
0.7% of the 13F portfolio, value $1,363,309.
13F-HR 0001941040-25-000345 filed by CWC Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,977 sharesChange vs previous 13F +1,092 shares
0.89% of the 13F portfolio, value $1,559,204.
13F-HR 0001941040-25-000232 filed by CWC Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,885 sharesChange vs previous 13F +42 shares
0.95% of the 13F portfolio, value $953,546.
13F-HR 0001520683-25-000001 filed by CWC Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,843 sharesChange vs previous 13F not available
1.06% of the 13F portfolio, value $1,077,565.
13F-HR 0001520683-24-000002 filed by CWC Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).