Skip to content
Disclosery

MOKAN Wealth Management Inc.: UNH position timeline

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

MOKAN Wealth Management Inc. held 727 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 727 shares
    Change vs previous 13F -58 shares

    0.12% of the 13F portfolio, value $301,284.

    13F-HR 0002053727-26-000003 filed by MOKAN 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 785 shares
    Change vs previous 13F -92 shares

    0.09% of the 13F portfolio, value $212,677.

    13F-HR 0002053727-26-000002 filed by MOKAN 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 877 shares
    Change vs previous 13F -41 shares

    0.13% of the 13F portfolio, value $290,756.

    13F-HR 0002053727-26-000001 filed by MOKAN 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 918 shares
    Change vs previous 13F -7,867 shares

    0.16% of the 13F portfolio, value $317,727.

    13F-HR 0002053727-25-000002 filed by MOKAN 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 8,785 shares
    Change vs previous 13F +3,424 shares

    1.53% of the 13F portfolio, value $2,741,049.

    13F-HR 0001085146-25-004166 filed by MOKAN 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 5,361 shares
    Change vs previous 13F +790 shares

    1.69% of the 13F portfolio, value $2,806,734.

    13F-HR 0001085146-25-002264 filed by MOKAN 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 4,571 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $2,314,174.

    13F-HR 0001085146-25-000648 filed by MOKAN Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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