Integris Wealth Management, LLC: UNH position timeline

Integris Wealth Management, LLC held 791 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 791 shares

   Change vs previous 13F +791 shares

   0.07% of the 13F portfolio, value $328,797.

   13F-HR 0002085853-26-000691 filed by Integris Wealth Management, LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -607 shares

   13F-HR 0001667731-25-000933 filed by Integris Wealth Management, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-03-31

   13F 607 shares

   Change vs previous 13F -47 shares

   0.09% of the 13F portfolio, value $317,666.

   13F-HR 0001667731-25-000494 filed by Integris Wealth Management, LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 654 shares

   Change vs previous 13F +170 shares

   0.09% of the 13F portfolio, value $330,591.

   13F-HR 0001667731-25-000104 filed by Integris Wealth Management, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 484 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $282,986.

   13F-HR 0001750852-24-000005 filed by Integris Wealth Management, LLC
   Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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