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Petros Family Wealth, LLC: UNH position timeline

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

Petros Family Wealth, LLC held 8,931 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,931 shares
    Change vs previous 13F +2,455 shares

    2.27% of the 13F portfolio, value $3,711,894.

    13F-HR 0002004963-26-000003 filed by Petros Family 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 6,476 shares
    Change vs previous 13F +163 shares

    1.25% of the 13F portfolio, value $1,752,215.

    13F-HR 0002004963-26-000002 filed by Petros Family 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 6,313 shares
    Change vs previous 13F -1,131 shares

    1.39% of the 13F portfolio, value $2,084,098.

    13F-HR 0002004963-26-000001 filed by Petros Family 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 7,444 shares
    Change vs previous 13F -1,029 shares

    2.15% of the 13F portfolio, value $2,570,339.

    13F-HR 0002004963-25-000006 filed by Petros Family 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 8,473 shares
    Change vs previous 13F +210 shares

    2.42% of the 13F portfolio, value $2,643,198.

    13F-HR 0002004963-25-000005 filed by Petros Family 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 8,263 shares
    Change vs previous 13F +172 shares

    4.79% of the 13F portfolio, value $4,327,953.

    13F-HR 0002004963-25-000002 filed by Petros Family 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 8,091 shares
    Change vs previous 13F not available

    4.42% of the 13F portfolio, value $4,093,104.

    13F-HR 0002004963-25-000001 filed by Petros Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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