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Disclosery

HB Wealth Management, LLC: UNH position timeline

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

HB Wealth Management, LLC held 58,523 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,523 shares
    Change vs previous 13F +9,295 shares

    0.14% of the 13F portfolio, value $24,323,919.

    13F-HR 0001172661-26-002920 filed by HB 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 ended2026-03-31
    13F 49,228 shares
    Change vs previous 13F +1,705 shares

    0.09% of the 13F portfolio, value $13,320,772.

    13F-HR 0001172661-26-001543 filed by HB 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 ended2025-12-31
    13F 47,523 shares
    Change vs previous 13F +2,591 shares

    0.1% of the 13F portfolio, value $15,687,872.

    13F-HR 0001172661-26-000353 filed by HB 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 ended2025-09-30
    13F 44,932 shares
    Change vs previous 13F -4,020 shares

    0.11% of the 13F portfolio, value $15,515,080.

    13F-HR 0001172661-25-004398 filed by HB 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 ended2025-06-30
    13F 48,952 shares
    Change vs previous 13F -15,828 shares

    0.12% of the 13F portfolio, value $15,271,819.

    13F-HR 0001172661-25-002644 filed by HB 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 ended2025-03-31
    13F 64,780 shares
    Change vs previous 13F +12,794 shares

    0.29% of the 13F portfolio, value $33,928,788.

    13F-HR 0001172661-25-001594 filed by HB 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 ended2024-12-31
    13F 51,986 shares
    Change vs previous 13F +1,029 shares

    0.27% of the 13F portfolio, value $26,298,420.

    13F-HR 0001172661-25-000193 filed by HB 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 ended2024-09-30
    13F 50,957 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $29,794,060.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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