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Disclosery

MBL Wealth, LLC: UNH position timeline

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

MBL Wealth, LLC held 2,688 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,688 shares
    Change vs previous 13F +730 shares

    0.08% of the 13F portfolio, value $1,117,214.

    13F-HR 0001437749-26-023609 filed by MBL 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 ended2026-03-31
    13F 1,958 shares
    Change vs previous 13F -2 shares

    0.04% of the 13F portfolio, value $529,816.

    13F-HR 0001437749-26-013587 filed by MBL 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 ended2025-12-31
    13F 1,960 shares
    Change vs previous 13F +127 shares

    0.05% of the 13F portfolio, value $647,016.

    13F-HR 0001437749-26-001627 filed by MBL 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 ended2025-09-30
    13F 1,833 shares
    Change vs previous 13F -1,327 shares

    0.06% of the 13F portfolio, value $632,936.

    13F-HR 0001437749-25-031122 filed by MBL 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 ended2025-06-30
    13F 3,160 shares
    Change vs previous 13F +1,028 shares

    0.09% of the 13F portfolio, value $985,671.

    13F-HR 0001437749-25-023178 filed by MBL 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 ended2025-03-31
    13F 2,132 shares
    Change vs previous 13F -143 shares

    0.11% of the 13F portfolio, value $1,116,635.

    13F-HR 0001437749-25-017955 filed by MBL 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 ended2024-12-31
    13F 2,275 shares
    Change vs previous 13F -92 shares

    0.12% of the 13F portfolio, value $1,150,833.

    13F-HR 0001437749-25-012433 filed by MBL 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 ended2024-09-30
    13F 2,367 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,383,939.

    13F-HR 0001437749-25-000682 filed by MBL Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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