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Disclosery

Kore Private Wealth LLC: UNH position timeline

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

Kore Private Wealth LLC held 987 UNH shares at 2022-09-30 per its 13F-HR filed 2022-11-14.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 987 shares
    Change vs previous 13F +17 shares

    0.09% of the 13F portfolio, value $499,000.

    13F-HR 0001762776-22-000006 filed by Kore Private 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 ended2022-06-30
    13F/A 970 shares
    Change vs previous 13F -38 shares

    0.08% of the 13F portfolio, value $498,000.

    13F-HR/A 0001762776-22-000005 filed by Kore Private 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 ended2022-03-31
    13F 1,008 shares
    Change vs previous 13F +502 shares

    0.06% of the 13F portfolio, value $514,000.

    13F-HR 0001762776-22-000003 filed by Kore Private 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 ended2021-12-31
    13F/A 506 shares
    Change vs previous 13F -3,409 shares

    0.03% of the 13F portfolio, value $254,000.

    13F-HR/A 0001762776-22-000002 filed by Kore Private 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 ended2021-09-30
    13F 3,915 shares
    Change vs previous 13F +224 shares

    0.16% of the 13F portfolio, value $1,530,000.

    13F-HR 0001762776-21-000004 filed by Kore Private 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 ended2021-06-30
    13F 3,691 shares
    Change vs previous 13F +1,571 shares

    0.17% of the 13F portfolio, value $1,478,000.

    13F-HR 0001762776-21-000003 filed by Kore Private 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 ended2021-03-31
    13F 2,120 shares
    Change vs previous 13F +69 shares

    0.11% of the 13F portfolio, value $789,000.

    13F-HR 0001762776-21-000002 filed by Kore Private 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 ended2020-12-31
    13F 2,051 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $719,000.

    13F-HR 0001762776-21-000001 filed by Kore Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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