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Disclosery

Gray Private Wealth, LLC: UNH position timeline

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

Gray Private Wealth, LLC held 503 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 503 shares
    Change vs previous 13F +503 shares

    0.09% of the 13F portfolio, value $209,062.

    13F-HR 0001928877-26-000007 filed by Gray Private Wealth, 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 0 shares
    Change vs previous 13F -426 shares

    13F-HR 0001928877-25-000007 filed by Gray Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-03-31
    13F 426 shares
    Change vs previous 13F -19 shares

    0.13% of the 13F portfolio, value $223,229.

    13F-HR 0001928877-25-000005 filed by Gray Private Wealth, 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 445 shares
    Change vs previous 13F -17 shares

    0.13% of the 13F portfolio, value $225,202.

    13F-HR 0001928877-25-000002 filed by Gray Private Wealth, 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 462 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $270,216.

    13F-HR 0001928877-24-000009 filed by Gray Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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