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Disclosery

Marcum Wealth, LLC: UNH position timeline

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

Marcum Wealth, LLC held 4,352 UNH shares at 2025-03-31 per its 13F-HR filed 2025-04-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 4,352 shares
    Change vs previous 13F -207 shares

    0.2% of the 13F portfolio, value $2,279,360.

    13F-HR 0001784450-25-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 4,559 shares
    Change vs previous 13F -66 shares

    0.2% of the 13F portfolio, value $2,306,216.

    13F-HR 0001784450-25-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 4,625 shares
    Change vs previous 13F -259 shares

    0.25% of the 13F portfolio, value $2,704,145.

    13F-HR 0001784450-24-000006 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 4,884 shares
    Change vs previous 13F -52 shares

    0.25% of the 13F portfolio, value $2,487,226.

    13F-HR 0001784450-24-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 4,936 shares
    Change vs previous 13F -297 shares

    0.25% of the 13F portfolio, value $2,441,839.

    13F-HR 0001784450-24-000003 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 5,233 shares
    Change vs previous 13F +203 shares

    0.29% of the 13F portfolio, value $2,755,018.

    13F-HR 0001784450-24-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 5,030 shares
    Change vs previous 13F +67 shares

    0.3% of the 13F portfolio, value $2,536,076.

    13F-HR 0001784450-23-000005 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 4,963 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,385,416.

    13F-HR 0001784450-23-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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