MINDSET WEALTH MANAGEMENT, LLC: UNH position timeline

MINDSET WEALTH MANAGEMENT, LLC held 1,388 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,388 shares

   Change vs previous 13F -192 shares

   0.11% of the 13F portfolio, value $576,989.

   13F-HR 0002044232-26-000003 filed by MINDSET WEALTH MANAGEMENT, LLC
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,580 shares

   Change vs previous 13F +258 shares

   0.11% of the 13F portfolio, value $427,589.

   13F-HR 0002044232-26-000002 filed by MINDSET WEALTH MANAGEMENT, LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,322 shares

   Change vs previous 13F -217 shares

   0.11% of the 13F portfolio, value $436,459.

   13F-HR 0002044232-26-000001 filed by MINDSET WEALTH MANAGEMENT, LLC
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,539 shares

   Change vs previous 13F +13 shares

   0.14% of the 13F portfolio, value $531,331.

   13F-HR 0002044232-25-000004 filed by MINDSET WEALTH MANAGEMENT, LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,526 shares

   Change vs previous 13F +283 shares

   0.16% of the 13F portfolio, value $476,120.

   13F-HR 0001988408-25-000007 filed by MINDSET WEALTH MANAGEMENT, LLC
   Filed 2025-08-11 (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).

6. period ended2025-03-31

   13F 1,243 shares

   Change vs previous 13F -284 shares

   0.25% of the 13F portfolio, value $651,059.

   13F-HR 0001830922-25-000005 filed by MINDSET WEALTH MANAGEMENT, LLC
   Filed 2025-05-15 (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).

7. period ended2024-12-31

   13F 1,527 shares

   Change vs previous 13F -176 shares

   0.28% of the 13F portfolio, value $772,256.

   13F-HR 0002044232-25-000001 filed by MINDSET WEALTH MANAGEMENT, LLC
   Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 1,703 shares

   Change vs previous 13F not available

   0.41% of the 13F portfolio, value $995,749.

   13F-HR 0002044232-24-000001 filed by MINDSET WEALTH MANAGEMENT, LLC
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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