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Disclosery

GDS Wealth Management: UNH position timeline

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

GDS Wealth Management held 1,034 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,034 shares
    Change vs previous 13F -172 shares

    0.02% of the 13F portfolio, value $429,761.

    13F-HR 0001940869-26-000003 filed by GDS Wealth Management
    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 1,206 shares
    Change vs previous 13F -37,818 shares

    0.02% of the 13F portfolio, value $326,332.

    13F-HR 0001940869-26-000002 filed by GDS Wealth Management
    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 39,024 shares
    Change vs previous 13F -5,228 shares

    0.81% of the 13F portfolio, value $12,882,240.

    13F-HR 0001940869-26-000001 filed by GDS Wealth Management
    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 44,252 shares
    Change vs previous 13F -5,297 shares

    1.01% of the 13F portfolio, value $15,280,239.

    13F-HR 0001940869-25-000003 filed by GDS Wealth Management
    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 49,549 shares
    Change vs previous 13F +24,224 shares

    1.13% of the 13F portfolio, value $15,457,872.

    13F-HR 0001221073-25-000074 filed by GDS Wealth Management
    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 25,325 shares
    Change vs previous 13F +2,181 shares

    1.13% of the 13F portfolio, value $13,264,043.

    13F-HR 0001221073-25-000055 filed by GDS Wealth Management
    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 23,144 shares
    Change vs previous 13F +1,605 shares

    1.07% of the 13F portfolio, value $11,707,681.

    13F-HR 0001221073-25-000013 filed by GDS Wealth Management
    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 21,539 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $12,593,471.

    13F-HR 0001221073-24-000097 filed by GDS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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