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Disclosery

NWF Advisory Services Inc.: UNH position timeline

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

NWF Advisory Services Inc. held 38,537 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,537 shares
    Change vs previous 13F +495 shares

    1.51% of the 13F portfolio, value $16,017,026.

    13F-HR 0002085853-26-000893 filed by NWF Advisory Services 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 38,042 shares
    Change vs previous 13F +12,424 shares

    1.16% of the 13F portfolio, value $10,293,647.

    13F-HR 0002085853-26-000556 filed by NWF Advisory Services 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 25,618 shares
    Change vs previous 13F +12,607 shares

    0.93% of the 13F portfolio, value $8,456,945.

    13F-HR 0002085853-26-000290 filed by NWF Advisory Services 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 13,011 shares
    Change vs previous 13F +10,543 shares

    0.49% of the 13F portfolio, value $4,492,746.

    13F-HR 0002085853-25-000210 filed by NWF Advisory Services 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 2,468 shares
    Change vs previous 13F +1,861 shares

    0.09% of the 13F portfolio, value $770,076.

    13F-HR 0001667731-25-001273 filed by NWF Advisory Services 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 607 shares
    Change vs previous 13F -97 shares

    0.04% of the 13F portfolio, value $317,918.

    13F-HR 0001667731-25-001092 filed by NWF Advisory Services 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 704 shares
    Change vs previous 13F -370 shares

    0.05% of the 13F portfolio, value $356,127.

    13F-HR 0001667731-25-000641 filed by NWF Advisory Services Inc.
    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 1,074 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $627,948.

    13F-HR 0002085853-25-000017 filed by NWF Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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