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Disclosery

First Western Trust Bank: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First Western Trust Bank on UNH, newest first. How the timeline and the estimate are built.

First Western Trust Bank held 1,165 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 1,165 shares
    Change vs previous 13F +155 shares

    0.02% of the 13F portfolio, value $484,208.

    13F-HR 0001628280-26-050494 filed by First Western Trust Bank
    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 1,010 shares
    Change vs previous 13F -335 shares

    0.01% of the 13F portfolio, value $273,296.

    13F-HR 0001628280-26-034015 filed by First Western Trust Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 1,345 shares
    Change vs previous 13F +33 shares

    0.02% of the 13F portfolio, value $443,998.

    13F-HR 0001628280-26-007609 filed by First Western Trust Bank
    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 1,312 shares
    Change vs previous 13F +11 shares

    0.02% of the 13F portfolio, value $453,034.

    13F-HR 0001628280-25-052137 filed by First Western Trust Bank
    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 1,301 shares
    Change vs previous 13F +14 shares

    0.02% of the 13F portfolio, value $405,873.

    13F-HR 0001513189-25-000018 filed by First Western Trust Bank
    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 1,287 shares
    Change vs previous 13F -13 shares

    0.03% of the 13F portfolio, value $674,066.

    13F-HR 0001513189-25-000013 filed by First Western Trust Bank
    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 1,300 shares
    Change vs previous 13F +18 shares

    0.03% of the 13F portfolio, value $657,618.

    13F-HR 0001513189-25-000009 filed by First Western Trust Bank
    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 1,282 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $749,560.

    13F-HR 0001513189-24-000017 filed by First Western Trust Bank
    Filed (acceptance time not in the bulk data set), ingested

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