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Disclosery

Naviter Wealth, LLC: UNH position timeline

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

Naviter Wealth, LLC held 4,958 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,958 shares
    Change vs previous 13F +653 shares

    0.19% of the 13F portfolio, value $2,060,531.

    13F-HR 0001951757-26-001175 filed by Naviter 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 4,305 shares
    Change vs previous 13F +241 shares

    0.15% of the 13F portfolio, value $1,164,981.

    13F-HR 0001951757-26-000571 filed by Naviter 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 4,064 shares
    Change vs previous 13F -1,342 shares

    0.18% of the 13F portfolio, value $1,341,648.

    13F-HR 0001951757-26-000260 filed by Naviter 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 5,406 shares
    Change vs previous 13F -2,800 shares

    0.22% of the 13F portfolio, value $1,866,749.

    13F-HR 0001951757-25-001297 filed by Naviter 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 8,206 shares
    Change vs previous 13F -198 shares

    0.32% of the 13F portfolio, value $2,560,053.

    13F-HR 0001951757-25-000971 filed by Naviter 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 8,404 shares
    Change vs previous 13F +331 shares

    0.53% of the 13F portfolio, value $4,336,800.

    13F-HR 0001951757-25-000456 filed by Naviter 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 8,073 shares
    Change vs previous 13F +1,404 shares

    0.49% of the 13F portfolio, value $4,083,808.

    13F-HR 0001951757-25-000201 filed by Naviter 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 6,669 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $3,899,231.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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