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SteelPeak Wealth, LLC: UNH position timeline

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

SteelPeak Wealth, LLC held 32,301 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,301 shares
    Change vs previous 13F -11,937 shares

    0.35% of the 13F portfolio, value $13,425,472.

    13F-HR 0001801868-26-000003 filed by SteelPeak 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 44,238 shares
    Change vs previous 13F +1,511 shares

    0.38% of the 13F portfolio, value $11,970,399.

    13F-HR 0001801868-26-000002 filed by SteelPeak 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 42,727 shares
    Change vs previous 13F +9,576 shares

    0.46% of the 13F portfolio, value $14,104,609.

    13F-HR 0001801868-26-000001 filed by SteelPeak 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 33,151 shares
    Change vs previous 13F +23,081 shares

    0.38% of the 13F portfolio, value $11,447,126.

    13F-HR 0001801868-25-000003 filed by SteelPeak 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 10,070 shares
    Change vs previous 13F +4,101 shares

    0.12% of the 13F portfolio, value $3,141,388.

    13F-HR 0001221073-25-000064 filed by SteelPeak 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 5,969 shares
    Change vs previous 13F +3,125 shares

    0.13% of the 13F portfolio, value $3,126,315.

    13F-HR 0001221073-25-000042 filed by SteelPeak 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 2,844 shares
    Change vs previous 13F +221 shares

    0.06% of the 13F portfolio, value $1,438,785.

    13F-HR 0001221073-25-000006 filed by SteelPeak 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 2,623 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,533,504.

    13F-HR 0001221073-24-000093 filed by SteelPeak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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