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Disclosery

NWAM LLC: UNH position timeline

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

NWAM LLC held 5,805 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,805 shares
    Change vs previous 13F +1,847 shares

    0.12% of the 13F portfolio, value $2,412,682.

    13F-HR 0001655006-26-000005 filed by NWAM 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 3,958 shares
    Change vs previous 13F -2,499 shares

    0.06% of the 13F portfolio, value $1,071,098.

    13F-HR 0001655006-26-000004 filed by NWAM 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 6,457 shares
    Change vs previous 13F -82 shares

    0.13% of the 13F portfolio, value $2,268,886.

    13F-HR 0001655006-26-000001 filed by NWAM 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/A 6,539 shares
    Change vs previous 13F +1,414 shares

    0.13% of the 13F portfolio, value $2,381,832.

    13F-HR/A 0001655006-26-000002 filed by NWAM 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/A 5,125 shares
    Change vs previous 13F +759 shares

    0.07% of the 13F portfolio, value $1,288,206.

    13F-HR/A 0001655006-26-000003 filed by NWAM 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 4,366 shares
    Change vs previous 13F -20 shares

    0.2% of the 13F portfolio, value $2,286,726.

    13F-HR 0001085146-25-002583 filed by NWAM 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 4,386 shares
    Change vs previous 13F +188 shares

    0.14% of the 13F portfolio, value $2,218,756.

    13F-HR 0001085146-25-000766 filed by NWAM 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 4,198 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,454,770.

    13F-HR 0001085146-24-005501 filed by NWAM LLC
    Filed (acceptance time not in the bulk data set), ingested

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