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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

  1. period ended2026-06-30
    13F 1,123 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 1,280 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 1,407 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 1,352 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 1,089 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 645 shares
    Change 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), ingested

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