Skip to content
Disclosery

Elmwood Wealth Management, Inc.: UNH position timeline

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

Elmwood Wealth Management, Inc. held 5,391 UNH shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,391 shares
    Change vs previous 13F -18 shares

    0.48% of the 13F portfolio, value $1,978,825.

    13F-HR 0001731927-26-000006 filed by Elmwood Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,409 shares
    Change vs previous 13F +11 shares

    0.56% of the 13F portfolio, value $2,247,982.

    13F-HR 0001731927-26-000003 filed by Elmwood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,398 shares
    Change vs previous 13F -264 shares

    0.4% of the 13F portfolio, value $1,460,645.

    13F-HR 0001731927-26-000002 filed by Elmwood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,662 shares
    Change vs previous 13F +54 shares

    0.59% of the 13F portfolio, value $1,868,955.

    13F-HR 0001731927-26-000001 filed by Elmwood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,608 shares
    Change vs previous 13F +220 shares

    0.69% of the 13F portfolio, value $1,936,309.

    13F-HR 0001731927-25-000006 filed by Elmwood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,388 shares
    Change vs previous 13F -40 shares

    0.67% of the 13F portfolio, value $1,680,774.

    13F-HR 0001731927-25-000003 filed by Elmwood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,428 shares
    Change vs previous 13F -175 shares

    1.17% of the 13F portfolio, value $2,842,915.

    13F-HR 0001731927-25-000002 filed by Elmwood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,603 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $2,834,334.

    13F-HR 0001731927-25-000001 filed by Elmwood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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