Meredith Wealth Planning: UNH position timeline

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

Meredith Wealth Planning held 0 UNH shares at 2025-06-30 per its 13F-HR filed 2025-07-16.

the latest 13F is the newest step

period ended2025-06-30
13F 0 shares
Change vs previous 13F -493 shares
13F-HR 0001956471-25-000006 filed by Meredith Wealth Planning
Filed 2025-07-16 (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).
Exited: the 13F for this period no longer lists the position.
period ended2025-03-31
13F 493 shares
Change vs previous 13F not available
0.11% of the 13F portfolio, value $258,004.
13F-HR 0001956471-25-000005 filed by Meredith Wealth Planning
Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).