Legacy Capital Wealth Partners, LLC: UNH position timeline

Legacy Capital Wealth Partners, LLC held 573 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 573 shares

   Change vs previous 13F -1,033 shares

   0.05% of the 13F portfolio, value $238,245.

   13F-HR 0001951757-26-001236 filed by Legacy Capital Wealth Partners, LLC
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,606 shares

   Change vs previous 13F +20 shares

   0.09% of the 13F portfolio, value $434,648.

   13F-HR 0001951757-26-000872 filed by Legacy Capital Wealth Partners, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,586 shares

   Change vs previous 13F -876 shares

   0.11% of the 13F portfolio, value $523,390.

   13F-HR 0001951757-26-000179 filed by Legacy Capital Wealth Partners, LLC
   Filed 2026-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 2,462 shares

   Change vs previous 13F -1,099 shares

   0.18% of the 13F portfolio, value $850,083.

   13F-HR 0001951757-25-001415 filed by Legacy Capital Wealth Partners, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 3,561 shares

   Change vs previous 13F +154 shares

   0.25% of the 13F portfolio, value $1,110,835.

   13F-HR 0001951757-25-001078 filed by Legacy Capital Wealth Partners, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 3,407 shares

   Change vs previous 13F -294 shares

   0.44% of the 13F portfolio, value $1,784,298.

   13F-HR 0001951757-25-000497 filed by Legacy Capital Wealth Partners, LLC
   Filed 2025-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 3,701 shares

   Change vs previous 13F -3,721 shares

   0.46% of the 13F portfolio, value $1,872,238.

   13F-HR 0001951757-25-000158 filed by Legacy Capital Wealth Partners, LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 7,422 shares

   Change vs previous 13F not available

   0.87% of the 13F portfolio, value $4,339,638.

   13F-HR 0001951757-24-001159 filed by Legacy Capital Wealth Partners, LLC
   Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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