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Disclosery

Florida Trust Wealth Management Co: UNH position timeline

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

Florida Trust Wealth Management Co held 30,900 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,900 shares
    Change vs previous 13F -2,037 shares

    0.32% of the 13F portfolio, value $12,842,967.

    13F-HR 0001651023-26-000004 filed by Florida Trust Wealth Management Co
    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 32,937 shares
    Change vs previous 13F -10,101 shares

    0.25% of the 13F portfolio, value $8,912,423.

    13F-HR 0001651023-26-000002 filed by Florida Trust Wealth Management Co
    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 43,038 shares
    Change vs previous 13F -8,446 shares

    0.39% of the 13F portfolio, value $14,207,274.

    13F-HR 0001651023-26-000001 filed by Florida Trust Wealth Management Co
    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 51,484 shares
    Change vs previous 13F -5,020 shares

    0.51% of the 13F portfolio, value $17,777,425.

    13F-HR 0001651023-25-000007 filed by Florida Trust Wealth Management Co
    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 56,504 shares
    Change vs previous 13F -10,788 shares

    0.54% of the 13F portfolio, value $17,627,553.

    13F-HR 0001651023-25-000006 filed by Florida Trust Wealth Management Co
    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 67,292 shares
    Change vs previous 13F -1,724 shares

    1.15% of the 13F portfolio, value $35,244,185.

    13F-HR 0001651023-25-000002 filed by Florida Trust Wealth Management Co
    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 69,016 shares
    Change vs previous 13F +2,272 shares

    1.12% of the 13F portfolio, value $34,912,434.

    13F-HR 0001651023-25-000001 filed by Florida Trust Wealth Management Co
    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 66,744 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $39,023,882.

    13F-HR 0001651023-24-000006 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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