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Disclosery

Executive Wealth Management, LLC: UNH position timeline

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

Executive Wealth Management, LLC held 3,416 UNH shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 3,416 shares
    Change vs previous 13F +2,328 shares

    0.14% of the 13F portfolio, value $1,727,916.

    13F-HR 0001964047-25-000002 filed by Executive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F/A 1,088 shares
    Change vs previous 13F +67 shares

    0.05% of the 13F portfolio, value $636,350.

    13F-HR/A 0001542611-24-000007 filed by Executive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F/A 1,021 shares
    Change vs previous 13F -19,543 shares

    0.1% of the 13F portfolio, value $520,209.

    13F-HR/A 0001815355-24-000013 filed by Executive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 20,564 shares
    Change vs previous 13F +868 shares

    0.88% of the 13F portfolio, value $10,070,048.

    13F-HR 0001542611-24-000004 filed by Executive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 19,696 shares
    Change vs previous 13F +211 shares

    0.98% of the 13F portfolio, value $10,369,727.

    13F-HR 0001542611-24-000001 filed by Executive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 19,485 shares
    Change vs previous 13F +992 shares

    1.02% of the 13F portfolio, value $9,824,512.

    13F-HR 0001542611-23-000009 filed by Executive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 18,493 shares
    Change vs previous 13F +1,766 shares

    0.92% of the 13F portfolio, value $8,888,756.

    13F-HR 0001542611-23-000006 filed by Executive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F/A 16,727 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $7,905,405.

    13F-HR/A 0001542611-23-000005 filed by Executive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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