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Evolution Wealth Advisors, LLC: UNH position timeline

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

Evolution Wealth Advisors, LLC held 2,584 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,584 shares
    Change vs previous 13F +2,584 shares

    0.13% of the 13F portfolio, value $1,073,988.

    13F-HR 0001763121-26-000008 filed by Evolution Wealth Advisors, LLC
    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 0 shares
    Change vs previous 13F -1,154 shares

    13F-HR 0001763121-26-000004 filed by Evolution Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 1,154 shares
    Change vs previous 13F -10 shares

    0.04% of the 13F portfolio, value $380,947.

    13F-HR 0001763121-26-000001 filed by Evolution Wealth Advisors, LLC
    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 1,164 shares
    Change vs previous 13F +82 shares

    0.05% of the 13F portfolio, value $401,929.

    13F-HR 0001763121-25-000009 filed by Evolution Wealth Advisors, LLC
    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 1,082 shares
    Change vs previous 13F +11 shares

    0.05% of the 13F portfolio, value $337,552.

    13F-HR 0001763121-25-000005 filed by Evolution Wealth Advisors, LLC
    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 1,071 shares
    Change vs previous 13F +658 shares

    0.09% of the 13F portfolio, value $560,936.

    13F-HR 0001763121-25-000004 filed by Evolution Wealth Advisors, LLC
    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 413 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $209,147.

    13F-HR 0001763121-25-000001 filed by Evolution Wealth Advisors, LLC
    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 413 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $241,142.

    13F-HR 0001763121-24-000006 filed by Evolution Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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