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Lifelong Wealth Advisors, Inc.: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lifelong Wealth Advisors, Inc. on UNH, newest first. How the timeline and the estimate are built.

Lifelong Wealth Advisors, Inc. held 1,975 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,975 shares
    Change vs previous 13F +526 shares

    0.19% of the 13F portfolio, value $820,869.

    13F-HR 0001725547-26-000233 filed by Lifelong Wealth Advisors, Inc.
    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 1,449 shares
    Change vs previous 13F +770 shares

    0.1% of the 13F portfolio, value $392,085.

    13F-HR 0001725547-26-000133 filed by Lifelong Wealth Advisors, Inc.
    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 679 shares
    Change vs previous 13F +10 shares

    0.06% of the 13F portfolio, value $224,145.

    13F-HR 0001725547-26-000009 filed by Lifelong Wealth Advisors, Inc.
    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 669 shares
    Change vs previous 13F +12 shares

    0.07% of the 13F portfolio, value $231,006.

    13F-HR 0001725547-25-004186 filed by Lifelong Wealth Advisors, Inc.
    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 657 shares
    Change vs previous 13F +88 shares

    0.07% of the 13F portfolio, value $204,964.

    13F-HR 0001725547-25-003381 filed by Lifelong Wealth Advisors, Inc.
    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 569 shares
    Change vs previous 13F -58 shares

    0.14% of the 13F portfolio, value $298,014.

    13F-HR 0001725547-25-001450 filed by Lifelong Wealth Advisors, Inc.
    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 627 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $317,174.

    13F-HR 0001221073-25-000033 filed by Lifelong Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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