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MBM WEALTH CONSULTANTS, LLC: UNH position timeline

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

MBM WEALTH CONSULTANTS, LLC held 4,820 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 4,820 shares
    Change vs previous 13F -53 shares

    0.39% of the 13F portfolio, value $2,003,337.

    13F-HR 0001762068-26-000005 filed by MBM WEALTH CONSULTANTS, 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 4,873 shares
    Change vs previous 13F +92 shares

    0.3% of the 13F portfolio, value $1,318,585.

    13F-HR 0001762068-26-000004 filed by MBM WEALTH CONSULTANTS, 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 4,781 shares
    Change vs previous 13F +505 shares

    0.38% of the 13F portfolio, value $1,578,256.

    13F-HR 0001762068-26-000003 filed by MBM WEALTH CONSULTANTS, 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 4,276 shares
    Change vs previous 13F +1,227 shares

    0.37% of the 13F portfolio, value $1,476,503.

    13F-HR 0001762068-25-000006 filed by MBM WEALTH CONSULTANTS, 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 3,049 shares
    Change vs previous 13F +123 shares

    0.25% of the 13F portfolio, value $951,197.

    13F-HR 0001762068-25-000005 filed by MBM WEALTH CONSULTANTS, 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 2,926 shares
    Change vs previous 13F +54 shares

    0.45% of the 13F portfolio, value $1,532,127.

    13F-HR 0001762068-25-000004 filed by MBM WEALTH CONSULTANTS, 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 2,872 shares
    Change vs previous 13F +60 shares

    0.43% of the 13F portfolio, value $1,448,524.

    13F-HR 0001762068-25-000001 filed by MBM WEALTH CONSULTANTS, 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 2,812 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,644,121.

    13F-HR 0001762068-24-000007 filed by MBM WEALTH CONSULTANTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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