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Litman Gregory Wealth Management LLC: UNH position timeline

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

Litman Gregory Wealth Management LLC held 12,316 UNH shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 12,316 shares
    Change vs previous 13F -4,027 shares

    0.3% of the 13F portfolio, value $4,065,635.

    13F-HR 0001214659-26-001595 filed by Litman Gregory 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 ended2025-09-30
    13F 16,343 shares
    Change vs previous 13F -7,317 shares

    0.42% of the 13F portfolio, value $5,643,313.

    13F-HR 0001214659-25-014997 filed by Litman Gregory 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 ended2025-06-30
    13F 23,660 shares
    Change vs previous 13F -3,904 shares

    0.58% of the 13F portfolio, value $7,381,274.

    13F-HR 0001214659-25-010805 filed by Litman Gregory 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 ended2025-03-31
    13F 27,564 shares
    Change vs previous 13F +1,534 shares

    1.24% of the 13F portfolio, value $14,436,433.

    13F-HR 0001214659-25-006850 filed by Litman Gregory 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 ended2024-12-31
    13F 26,030 shares
    Change vs previous 13F -61 shares

    1.14% of the 13F portfolio, value $13,167,372.

    13F-HR 0001214659-25-001263 filed by Litman Gregory 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 ended2024-09-30
    13F 26,091 shares
    Change vs previous 13F -389 shares

    1.28% of the 13F portfolio, value $15,254,761.

    13F-HR 0001214659-24-017769 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 26,480 shares
    Change vs previous 13F +2,116 shares

    1.2% of the 13F portfolio, value $13,485,205.

    13F-HR 0001214659-24-013144 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 24,364 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $12,052,871.

    13F-HR 0001214659-24-008242 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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