Oregon Pacific Wealth Management, LLC: UNH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Oregon Pacific Wealth Management, LLC on UNH, newest first. How the timeline and the estimate are built.
Oregon Pacific Wealth Management, LLC held 0 UNH shares at 2025-12-31 per its 13F-HR filed 2026-01-16.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -1,083 shares
13F-HR 0002085853-26-000047 filed by Oregon Pacific Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 1,083 sharesChange vs previous 13F +59 shares
0.32% of the 13F portfolio, value $373,960.
13F-HR 0002085853-25-000133 filed by Oregon Pacific Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,024 sharesChange vs previous 13F +211 shares
0.3% of the 13F portfolio, value $319,457.
13F-HR 0001667731-25-000808 filed by Oregon Pacific Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 813 sharesChange vs previous 13F -26 shares
0.43% of the 13F portfolio, value $425,809.
13F-HR 0001667731-25-000537 filed by Oregon Pacific Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 839 sharesChange vs previous 13F not available
0.42% of the 13F portfolio, value $424,417.
13F-HR 0001667731-25-000124 filed by Oregon Pacific Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).