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Disclosery

NewEdge Wealth, LLC: UNH position timeline

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

NewEdge Wealth, LLC held 42,490 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,490 shares
    Change vs previous 13F +5,694 shares

    0.18% of the 13F portfolio, value $17,660,114.

    13F-HR 0001580642-26-005094 filed by NewEdge 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 36,796 shares
    Change vs previous 13F +1,530 shares

    0.12% of the 13F portfolio, value $9,956,545.

    13F-HR 0001580642-26-003156 filed by NewEdge 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 35,266 shares
    Change vs previous 13F -271 shares

    0.13% of the 13F portfolio, value $11,641,618.

    13F-HR 0001580642-26-000700 filed by NewEdge 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 35,537 shares
    Change vs previous 13F -23,130 shares

    0.17% of the 13F portfolio, value $11,646,891.

    13F-HR 0001580642-25-007152 filed by NewEdge 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 58,667 shares
    Change vs previous 13F +12,382 shares

    0.22% of the 13F portfolio, value $14,354,074.

    13F-HR 0001580642-25-005035 filed by NewEdge 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 46,285 shares
    Change vs previous 13F -201 shares

    0.44% of the 13F portfolio, value $24,241,723.

    13F-HR 0001580642-25-003038 filed by NewEdge 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 46,486 shares
    Change vs previous 13F -651 shares

    0.41% of the 13F portfolio, value $23,515,397.

    13F-HR 0001580642-25-000776 filed by NewEdge 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 47,137 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $27,560,267.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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