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LAKE STREET PRIVATE WEALTH, LLC: UNH position timeline

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

LAKE STREET PRIVATE WEALTH, LLC held 24,723 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,723 shares
    Change vs previous 13F +33 shares

    1.18% of the 13F portfolio, value $10,275,719.

    13F-HR 0001772031-26-000003 filed by LAKE STREET 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 ended2026-03-31
    13F 24,690 shares
    Change vs previous 13F +10,522 shares

    0.85% of the 13F portfolio, value $6,680,869.

    13F-HR 0001772031-26-000002 filed by LAKE STREET 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 ended2025-12-31
    13F 14,168 shares
    Change vs previous 13F -3,224 shares

    0.57% of the 13F portfolio, value $4,677,084.

    13F-HR 0001772031-26-000001 filed by LAKE STREET 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 ended2025-09-30
    13F 17,392 shares
    Change vs previous 13F +177 shares

    0.77% of the 13F portfolio, value $6,005,602.

    13F-HR 0001772031-25-000006 filed by LAKE STREET 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 ended2025-06-30
    13F 17,215 shares
    Change vs previous 13F +12,131 shares

    0.76% of the 13F portfolio, value $5,370,752.

    13F-HR 0001772031-25-000003 filed by LAKE STREET 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 ended2025-03-31
    13F 5,084 shares
    Change vs previous 13F +3,663 shares

    0.43% of the 13F portfolio, value $2,662,626.

    13F-HR 0001772031-25-000002 filed by LAKE STREET 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 ended2024-12-31
    13F 1,421 shares
    Change vs previous 13F -190 shares

    0.11% of the 13F portfolio, value $718,820.

    13F-HR 0001772031-25-000001 filed by LAKE STREET 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 ended2024-09-30
    13F 1,611 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $942,181.

    13F-HR 0001772031-24-000006 filed by LAKE STREET PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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