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JOURNEY STRATEGIC WEALTH LLC: UNH position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 5,450 UNH shares at 2026-03-31 per its 13F-HR filed 2026-04-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 5,450 shares
    Change vs previous 13F -1,484 shares

    0.04% of the 13F portfolio, value $1,474,564.

    13F-HR 0001909316-26-000003 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 6,934 shares
    Change vs previous 13F +1,298 shares

    0.06% of the 13F portfolio, value $2,288,946.

    13F-HR 0001909316-26-000001 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 5,636 shares
    Change vs previous 13F -2,005 shares

    0.05% of the 13F portfolio, value $1,946,048.

    13F-HR 0001909316-25-000007 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 7,641 shares
    Change vs previous 13F +1,615 shares

    0.08% of the 13F portfolio, value $2,383,825.

    13F-HR 0001909316-25-000005 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 6,026 shares
    Change vs previous 13F +867 shares

    0.11% of the 13F portfolio, value $3,156,439.

    13F-HR 0001909316-25-000003 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 5,159 shares
    Change vs previous 13F -69 shares

    0.1% of the 13F portfolio, value $2,609,874.

    13F-HR 0001909316-25-000001 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 5,228 shares
    Change vs previous 13F +1,142 shares

    0.11% of the 13F portfolio, value $3,056,882.

    13F-HR 0001909316-24-000006 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 4,086 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,080,989.

    13F-HR 0001909316-24-000002 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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