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Marks Group Wealth Management, Inc: UNH position timeline

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

Marks Group Wealth Management, Inc held 23,818 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,818 shares
    Change vs previous 13F -16,052 shares

    0.86% of the 13F portfolio, value $9,899,605.

    13F-HR 0001802473-26-000005 filed by Marks Group Wealth Management, 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 39,870 shares
    Change vs previous 13F -8,094 shares

    1.04% of the 13F portfolio, value $10,788,348.

    13F-HR 0001802473-26-000003 filed by Marks Group Wealth Management, 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 47,964 shares
    Change vs previous 13F +162 shares

    1.52% of the 13F portfolio, value $15,833,503.

    13F-HR 0001802473-26-000002 filed by Marks Group Wealth Management, 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 47,802 shares
    Change vs previous 13F +28,142 shares

    1.53% of the 13F portfolio, value $16,506,189.

    13F-HR 0001802473-25-000008 filed by Marks Group Wealth Management, 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 19,660 shares
    Change vs previous 13F +524 shares

    0.57% of the 13F portfolio, value $6,133,323.

    13F-HR 0001802473-25-000007 filed by Marks Group Wealth Management, 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 19,136 shares
    Change vs previous 13F -12,090 shares

    0.96% of the 13F portfolio, value $10,022,588.

    13F-HR 0001802473-25-000004 filed by Marks Group Wealth Management, 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 31,226 shares
    Change vs previous 13F +720 shares

    1.56% of the 13F portfolio, value $15,795,821.

    13F-HR 0001802473-25-000002 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 30,506 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $17,836,159.

    13F-HR 0001802473-24-000006 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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