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Disclosery

Great Waters Wealth Management: UNH position timeline

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

Great Waters Wealth Management held 20,426 UNH shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 20,426 shares
    Change vs previous 13F -194 shares

    0.67% of the 13F portfolio, value $7,498,030.

    13F-HR 0001964535-26-000005 filed by Great Waters Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 20,620 shares
    Change vs previous 13F +1,884 shares

    0.79% of the 13F portfolio, value $8,570,088.

    13F-HR 0001964535-26-000003 filed by Great Waters 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 ended2026-03-31
    13F 18,736 shares
    Change vs previous 13F +1,539 shares

    0.54% of the 13F portfolio, value $5,069,771.

    13F-HR 0001964535-26-000002 filed by Great Waters 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 ended2025-12-31
    13F 17,197 shares
    Change vs previous 13F -49 shares

    0.62% of the 13F portfolio, value $5,677,044.

    13F-HR 0001964535-26-000001 filed by Great Waters 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 ended2025-09-30
    13F 17,246 shares
    Change vs previous 13F -2 shares

    0.7% of the 13F portfolio, value $5,955,037.

    13F-HR 0001964535-25-000006 filed by Great Waters 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 ended2025-06-30
    13F 17,248 shares
    Change vs previous 13F +11 shares

    0.7% of the 13F portfolio, value $5,380,738.

    13F-HR 0001964535-25-000004 filed by Great Waters 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 ended2025-03-31
    13F 17,237 shares
    Change vs previous 13F -347 shares

    1.25% of the 13F portfolio, value $9,027,651.

    13F-HR 0001964535-25-000003 filed by Great Waters 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 ended2024-12-31
    13F 17,584 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $8,895,029.

    13F-HR 0001964535-25-000001 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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