Greenwich Wealth Management LLC: UNH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Greenwich Wealth Management LLC on UNH, newest first. How the timeline and the estimate are built.
Greenwich Wealth Management LLC held 20,074 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F/A 20,074 sharesChange vs previous 13F +15 shares
0.3% of the 13F portfolio, value $8,343,000.
13F-HR 0001439805-26-000004 filed by Greenwich Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 20,059 sharesChange vs previous 13F +50 shares
0.22% of the 13F portfolio, value $5,428,000.
13F-HR 0001439805-26-000003 filed by Greenwich Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 20,009 sharesChange vs previous 13F -113 shares
0.29% of the 13F portfolio, value $6,605,000.
13F-HR 0001439805-26-000002 filed by Greenwich Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 20,122 sharesChange vs previous 13F +302 shares
0.35% of the 13F portfolio, value $6,948,000.
13F-HR 0001439805-25-000008 filed by Greenwich Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 19,820 sharesChange vs previous 13F -194 shares
0.3% of the 13F portfolio, value $6,183,000.
13F-HR 0001439805-25-000007 filed by Greenwich Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20,014 sharesChange vs previous 13F -229 shares
0.79% of the 13F portfolio, value $10,482,000.
13F-HR 0001439805-25-000005 filed by Greenwich Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 20,243 sharesChange vs previous 13F +46 shares
0.72% of the 13F portfolio, value $10,240,000.
13F-HR 0001439805-25-000001 filed by Greenwich Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 20,197 sharesChange vs previous 13F not available
0.8% of the 13F portfolio, value $11,809,000.
13F-HR 0001439805-24-000006 filed by Greenwich Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).