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Integrated Wealth Concepts LLC: UNH position timeline

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

Integrated Wealth Concepts LLC held 33,206 UNH shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 33,206 shares
    Change vs previous 13F +3,608 shares

    0.09% of the 13F portfolio, value $13,801,285.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 29,598 shares
    Change vs previous 13F +13,452 shares

    0.06% of the 13F portfolio, value $8,008,864.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts 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 16,146 shares
    Change vs previous 13F -9,238 shares

    0.06% of the 13F portfolio, value $5,330,050.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts 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 25,384 shares
    Change vs previous 13F +1,668 shares

    0.08% of the 13F portfolio, value $8,765,135.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts 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 23,716 shares
    Change vs previous 13F -2,667 shares

    0.07% of the 13F portfolio, value $7,398,586.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts 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 26,383 shares
    Change vs previous 13F -362 shares

    0.16% of the 13F portfolio, value $13,818,278.

    13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts 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 26,745 shares
    Change vs previous 13F +2,917 shares

    0.16% of the 13F portfolio, value $13,528,958.

    13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts 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 23,828 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $13,931,684.

    13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

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