LeConte Wealth Management, LLC: UNH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LeConte Wealth Management, LLC on UNH, newest first. How the timeline and the estimate are built.
LeConte Wealth Management, LLC held 1,123 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 1,123 sharesChange vs previous 13F -157 shares
0.25% of the 13F portfolio, value $466,913.
13F-HR 0001172661-26-003153 filed by LeConte Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,280 sharesChange vs previous 13F -127 shares
0.22% of the 13F portfolio, value $346,430.
13F-HR 0001172661-26-001702 filed by LeConte Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,407 sharesChange vs previous 13F +55 shares
0.3% of the 13F portfolio, value $464,508.
13F-HR 0001172661-26-000199 filed by LeConte Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,352 sharesChange vs previous 13F +263 shares
0.31% of the 13F portfolio, value $466,857.
13F-HR 0001172661-25-004305 filed by LeConte Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,089 sharesChange vs previous 13F +444 shares
0.23% of the 13F portfolio, value $339,735.
13F-HR 0001172661-25-002599 filed by LeConte Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 645 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $337,819.
13F-HR 0001172661-25-001789 filed by LeConte Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).