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Osprey Private Wealth LLC: UNH position timeline

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

Osprey Private Wealth LLC held 11,646 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,646 shares
    Change vs previous 13F +5,714 shares

    1.25% of the 13F portfolio, value $4,840,527.

    13F-HR 0002041805-26-000007 filed by Osprey Private 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 5,932 shares
    Change vs previous 13F -62 shares

    0.46% of the 13F portfolio, value $1,605,140.

    13F-HR 0002041805-26-000006 filed by Osprey Private 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 5,994 shares
    Change vs previous 13F -741 shares

    0.57% of the 13F portfolio, value $1,978,679.

    13F-HR 0002041805-26-000005 filed by Osprey Private 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 6,735 shares
    Change vs previous 13F +1,030 shares

    0.85% of the 13F portfolio, value $2,325,596.

    13F-HR 0002041805-25-000005 filed by Osprey Private 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 5,705 shares
    Change vs previous 13F -1,210 shares

    0.96% of the 13F portfolio, value $1,760,278.

    13F-HR 0002041805-25-000004 filed by Osprey Private 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 6,915 shares
    Change vs previous 13F +1,240 shares

    2.15% of the 13F portfolio, value $3,621,731.

    13F-HR 0002041805-25-000003 filed by Osprey Private 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 5,675 shares
    Change vs previous 13F +835 shares

    2% of the 13F portfolio, value $2,870,755.

    13F-HR 0002041805-25-000001 filed by Osprey Private 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 4,840 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $2,829,851.

    13F-HR 0002041805-24-000001 filed by Osprey Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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