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Disclosery

Simplicity Wealth,LLC: UNH position timeline

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

Simplicity Wealth,LLC held 31,667 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,667 shares
    Change vs previous 13F +19,330 shares

    0.44% of the 13F portfolio, value $13,161,649.

    13F-HR 0001062993-26-004075 filed by Simplicity 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 12,337 shares
    Change vs previous 13F +1,688 shares

    0.19% of the 13F portfolio, value $3,338,180.

    13F-HR 0001062993-26-002226 filed by Simplicity 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 10,649 shares
    Change vs previous 13F +1,202 shares

    0.21% of the 13F portfolio, value $3,515,391.

    13F-HR 0001062993-26-000496 filed by Simplicity 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 9,447 shares
    Change vs previous 13F -9,630 shares

    0.19% of the 13F portfolio, value $3,261,757.

    13F-HR 0001062993-25-016389 filed by Simplicity 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 19,077 shares
    Change vs previous 13F +11,179 shares

    0.25% of the 13F portfolio, value $5,951,532.

    13F-HR 0001062993-25-013037 filed by Simplicity 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 7,898 shares
    Change vs previous 13F +5,655 shares

    0.32% of the 13F portfolio, value $4,136,823.

    13F-HR 0001062993-25-007473 filed by Simplicity 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 2,243 shares
    Change vs previous 13F -4,170 shares

    0.24% of the 13F portfolio, value $1,134,405.

    13F-HR 0001062993-25-001833 filed by Simplicity 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 6,413 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,749,287.

    13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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