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Icon Wealth Advisors, LLC: UNH position timeline

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

Icon Wealth Advisors, LLC held 25,806 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 25,806 shares
    Change vs previous 13F +3,230 shares

    0.65% of the 13F portfolio, value $10,725,626.

    13F-HR 0001963212-26-000003 filed by Icon Wealth Advisors, 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 22,576 shares
    Change vs previous 13F +5,620 shares

    0.54% of the 13F portfolio, value $8,369,874.

    13F-HR 0001963212-26-000002 filed by Icon Wealth Advisors, 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 16,956 shares
    Change vs previous 13F +1,355 shares

    0.37% of the 13F portfolio, value $5,618,266.

    13F-HR 0001963212-26-000001 filed by Icon Wealth Advisors, 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 15,601 shares
    Change vs previous 13F -1,025 shares

    0.37% of the 13F portfolio, value $5,387,076.

    13F-HR 0001963212-25-000007 filed by Icon Wealth Advisors, 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 16,626 shares
    Change vs previous 13F +1,674 shares

    0.37% of the 13F portfolio, value $5,186,815.

    13F-HR 0001963212-25-000004 filed by Icon Wealth Advisors, 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 14,952 shares
    Change vs previous 13F -1,397 shares

    0.64% of the 13F portfolio, value $7,830,904.

    13F-HR 0001963212-25-000003 filed by Icon Wealth Advisors, 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 16,349 shares
    Change vs previous 13F -1,984 shares

    0.68% of the 13F portfolio, value $8,270,157.

    13F-HR 0001963212-25-000002 filed by Icon Wealth Advisors, 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/A 18,333 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $10,719,058.

    13F-HR/A 0001963212-24-000008 filed by Icon Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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