Legacy Wealth Management, LLC / MS: UNH position timeline

Legacy Wealth Management, LLC / MS held 2,208 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,208 shares

   Change vs previous 13F -1,700 shares

   0.24% of the 13F portfolio, value $917,711.

   13F-HR 0001214659-26-008317 filed by Legacy Wealth Management, LLC / MS
   Filed 2026-07-08 (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 3,908 shares

   Change vs previous 13F -5,002 shares

   0.3% of the 13F portfolio, value $1,057,466.

   13F-HR 0001214659-26-004531 filed by Legacy Wealth Management, LLC / MS
   Filed 2026-04-10 (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 8,910 shares

   Change vs previous 13F -3,970 shares

   0.79% of the 13F portfolio, value $2,941,280.

   13F-HR 0001214659-26-000074 filed by Legacy Wealth Management, LLC / MS
   Filed 2026-01-05 (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 12,880 shares

   Change vs previous 13F -2,059 shares

   1.34% of the 13F portfolio, value $4,447,464.

   13F-HR 0001214659-25-015245 filed by Legacy Wealth Management, LLC / MS
   Filed 2025-10-23 (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 14,939 shares

   Change vs previous 13F +6,515 shares

   1.42% of the 13F portfolio, value $4,660,520.

   13F-HR 0001214659-25-009905 filed by Legacy Wealth Management, LLC / MS
   Filed 2025-07-01 (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 8,424 shares

   Change vs previous 13F +180 shares

   1.44% of the 13F portfolio, value $4,412,137.

   13F-HR 0001214659-25-005342 filed by Legacy Wealth Management, LLC / MS
   Filed 2025-04-03 (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 8,244 shares

   Change vs previous 13F -247 shares

   1.66% of the 13F portfolio, value $4,170,375.

   13F-HR 0001214659-25-000164 filed by Legacy Wealth Management, LLC / MS
   Filed 2025-01-06 (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 8,491 shares

   Change vs previous 13F not available

   1.82% of the 13F portfolio, value $4,964,593.

   13F-HR 0001214659-24-020407 filed by Legacy Wealth Management, LLC / MS
   Filed 2024-12-12 (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).