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Gitterman Wealth Management, LLC: UNH position timeline

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

Gitterman Wealth Management, LLC held 2,909 UNH shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 2,909 shares
    Change vs previous 13F +323 shares

    0.23% of the 13F portfolio, value $1,004,487.

    13F-HR 0001172661-25-004565 filed by Gitterman 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 ended2025-06-30
    13F 2,586 shares
    Change vs previous 13F +1 shares

    0.19% of the 13F portfolio, value $806,755.

    13F-HR 0001172661-25-003057 filed by Gitterman 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 ended2025-03-31
    13F 2,585 shares
    Change vs previous 13F +5 shares

    0.36% of the 13F portfolio, value $1,353,894.

    13F-HR 0001172661-25-001806 filed by Gitterman 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 ended2024-12-31
    13F 2,580 shares
    Change vs previous 13F +3 shares

    0.55% of the 13F portfolio, value $1,305,119.

    13F-HR 0001172661-25-000607 filed by Gitterman 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 ended2024-09-30
    13F 2,577 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $1,506,721.

    13F-HR 0001172661-24-004642 filed by Gitterman 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 ended2024-06-30
    13F 2,577 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $1,312,363.

    13F-HR 0001172661-24-003220 filed by Gitterman 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 ended2024-03-31
    13F 2,577 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $1,274,842.

    13F-HR 0001172661-24-002066 filed by Gitterman 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 ended2023-12-31
    13F 2,577 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,356,714.

    13F-HR 0001172661-24-000448 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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