Lodestone Wealth Management LLC: UNH position timeline

Lodestone Wealth Management LLC held 3,212 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,212 shares

   Change vs previous 13F +595 shares

   0.47% of the 13F portfolio, value $1,334,843.

   13F-HR 0001950158-26-000004 filed by Lodestone Wealth Management LLC
   Filed 2026-07-24 (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/A 2,617 shares

   Change vs previous 13F -150 shares

   0.28% of the 13F portfolio, value $708,158.

   13F-HR/A 0001950158-26-000003 filed by Lodestone Wealth Management LLC
   Filed 2026-05-01 (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 2,767 shares

   Change vs previous 13F +372 shares

   0.37% of the 13F portfolio, value $913,270.

   13F-HR 0001950158-26-000001 filed by Lodestone Wealth Management LLC
   Filed 2026-01-15 (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 2,395 shares

   Change vs previous 13F +284 shares

   0.37% of the 13F portfolio, value $827,138.

   13F-HR 0001950158-25-000007 filed by Lodestone Wealth Management LLC
   Filed 2025-10-24 (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 2,111 shares

   Change vs previous 13F not available

   0.32% of the 13F portfolio, value $658,715.

   13F-HR 0001754960-25-000570 filed by Lodestone Wealth Management LLC
   Filed 2025-08-12 (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).