Shakespeare Wealth Management, LLC: UNH position timeline

Shakespeare Wealth Management, LLC held 546 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 546 shares

   Change vs previous 13F +546 shares

   0.06% of the 13F portfolio, value $226,943.

   13F-HR 0001104659-26-084986 filed by Shakespeare Wealth Management, LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -447 shares

   13F-HR 0001104659-25-076737 filed by Shakespeare Wealth Management, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-03-31

   13F 447 shares

   Change vs previous 13F +3 shares

   0.06% of the 13F portfolio, value $234,186.

   13F-HR 0001104659-25-049163 filed by Shakespeare Wealth Management, LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 444 shares

   Change vs previous 13F +9 shares

   0.06% of the 13F portfolio, value $224,614.

   13F-HR 0001104659-25-012625 filed by Shakespeare Wealth Management, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 435 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $254,284.

   13F-HR 0001104659-24-118700 filed by Shakespeare Wealth Management, LLC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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