Skip to content
Disclosery

Obermeyer Wealth Partners: UNH position timeline

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

Obermeyer Wealth Partners held 23,140 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 23,140 shares
    Change vs previous 13F -89,331 shares

    0.39% of the 13F portfolio, value $9,617,534.

    13F-HR 0001349654-26-000003 filed by Obermeyer Wealth Partners
    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 112,471 shares
    Change vs previous 13F +1,324 shares

    1.4% of the 13F portfolio, value $30,433,623.

    13F-HR 0001349654-26-000002 filed by Obermeyer Wealth Partners
    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 111,147 shares
    Change vs previous 13F -3,064 shares

    1.68% of the 13F portfolio, value $36,690,872.

    13F-HR 0001349654-26-000001 filed by Obermeyer Wealth Partners
    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 114,211 shares
    Change vs previous 13F +874 shares

    1.85% of the 13F portfolio, value $39,437,020.

    13F-HR 0001349654-25-000008 filed by Obermeyer Wealth Partners
    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 113,337 shares
    Change vs previous 13F +37,435 shares

    1.76% of the 13F portfolio, value $35,357,675.

    13F-HR 0001085146-25-004535 filed by Obermeyer Wealth Partners
    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 75,902 shares
    Change vs previous 13F -3,074 shares

    2.12% of the 13F portfolio, value $39,753,706.

    13F-HR 0001085146-25-002611 filed by Obermeyer Wealth Partners
    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 78,976 shares
    Change vs previous 13F -6,693 shares

    2.08% of the 13F portfolio, value $39,950,812.

    13F-HR 0001085146-25-001371 filed by Obermeyer Wealth Partners
    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 85,669 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $50,088,937.

    13F-HR 0001085146-24-005376 filed by Obermeyer Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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