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Jessup Wealth Management, Inc: UNH position timeline

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

Jessup Wealth Management, Inc held 33,489 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,489 shares
    Change vs previous 13F +5,695 shares

    4.15% of the 13F portfolio, value $13,919,141.

    13F-HR 0001963536-26-000005 filed by Jessup Wealth Management, 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 27,794 shares
    Change vs previous 13F +994 shares

    2.75% of the 13F portfolio, value $7,520,803.

    13F-HR 0001963536-26-000003 filed by Jessup Wealth Management, 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 26,800 shares
    Change vs previous 13F +25,425 shares

    2.92% of the 13F portfolio, value $8,846,920.

    13F-HR 0001963536-26-000001 filed by Jessup Wealth Management, 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 1,375 shares
    Change vs previous 13F -5,074 shares

    0.18% of the 13F portfolio, value $474,746.

    13F-HR 0001963536-25-000002 filed by Jessup Wealth Management, 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 6,449 shares
    Change vs previous 13F +99 shares

    0.81% of the 13F portfolio, value $2,011,805.

    13F-HR 0001085146-25-004502 filed by Jessup Wealth Management, 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 6,350 shares
    Change vs previous 13F +5,170 shares

    1.4% of the 13F portfolio, value $3,325,560.

    13F-HR 0001085146-25-002478 filed by Jessup Wealth Management, 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 1,180 shares
    Change vs previous 13F -10,711 shares

    0.25% of the 13F portfolio, value $597,033.

    13F-HR 0001085146-25-000673 filed by Jessup Wealth Management, Inc
    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 11,891 shares
    Change vs previous 13F not available

    3.19% of the 13F portfolio, value $6,952,291.

    13F-HR 0001085146-24-004740 filed by Jessup Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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