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Disclosery

Secure Asset Management, LLC: UNH position timeline

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

Secure Asset Management, LLC held 1,931 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,931 shares
    Change vs previous 13F -70 shares

    0.11% of the 13F portfolio, value $802,609.

    13F-HR 0002085853-26-000733 filed by Secure Asset Management, 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 2,001 shares
    Change vs previous 13F -39 shares

    0.09% of the 13F portfolio, value $541,447.

    13F-HR 0002085853-26-000323 filed by Secure Asset Management, 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 2,040 shares
    Change vs previous 13F +32 shares

    0.11% of the 13F portfolio, value $673,501.

    13F-HR 0002085853-26-000051 filed by Secure Asset Management, 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 2,008 shares
    Change vs previous 13F -768 shares

    0.12% of the 13F portfolio, value $699,489.

    13F-HR 0002085853-25-000048 filed by Secure Asset Management, 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 2,776 shares
    Change vs previous 13F -3,322 shares

    0.16% of the 13F portfolio, value $865,887.

    13F-HR 0001667731-25-000760 filed by Secure Asset Management, 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 6,098 shares
    Change vs previous 13F +1,439 shares

    0.64% of the 13F portfolio, value $3,194,005.

    13F-HR 0001667731-25-000402 filed by Secure Asset Management, 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 4,659 shares
    Change vs previous 13F +462 shares

    0.36% of the 13F portfolio, value $2,356,586.

    13F-HR 0001667731-25-000054 filed by Secure Asset Management, 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 4,197 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $2,453,778.

    13F-HR 0001800692-24-000006 filed by Secure Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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