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GWN SECURITIES INC.: UNH position timeline

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

GWN SECURITIES INC. held 7,790 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,790 shares
    Change vs previous 13F -579 shares

    0.54% of the 13F portfolio, value $3,237,613.

    13F-HR 0001172661-26-003076 filed by GWN SECURITIES INC.
    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 8,369 shares
    Change vs previous 13F +236 shares

    0.43% of the 13F portfolio, value $2,264,664.

    13F-HR 0001172661-26-001999 filed by GWN SECURITIES INC.
    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 8,133 shares
    Change vs previous 13F +839 shares

    0.54% of the 13F portfolio, value $2,685,014.

    13F-HR 0001172661-26-000619 filed by GWN SECURITIES INC.
    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 7,294 shares
    Change vs previous 13F -5,860 shares

    0.59% of the 13F portfolio, value $2,556,116.

    13F-HR 0001172661-25-004439 filed by GWN SECURITIES INC.
    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 13,154 shares
    Change vs previous 13F -9,532 shares

    0.78% of the 13F portfolio, value $4,213,541.

    13F-HR 0001172661-25-002843 filed by GWN SECURITIES INC.
    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 22,686 shares
    Change vs previous 13F +22,044 shares

    0.57% of the 13F portfolio, value $10,145,808.

    13F-HR 0001172661-25-002180 filed by GWN SECURITIES INC.
    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 642 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $341,047.

    13F-HR 0001172661-25-000609 filed by GWN SECURITIES INC.
    Filed (acceptance time not in the bulk data set), ingested

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