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Disclosery

Stonebridge Wealth Management, LLC: UHG position timeline

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

Stonebridge Wealth Management, LLC held 0 UHG shares at 2026-03-31 per its 13F-HR filed 2026-04-17.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -579,149 shares

    13F-HR 0001754960-26-000270 filed by Stonebridge Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  2. period ended2025-12-31
    13F 579,149 shares
    Change vs previous 13F -250,633 shares

    0.85% of the 13F portfolio, value $903,472.

    13F-HR 0001754960-26-000013 filed by Stonebridge Wealth 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 ended2025-09-30
    13F 829,782 shares
    Change vs previous 13F +379,282 shares

    2.94% of the 13F portfolio, value $3,427,000.

    13F-HR 0001754960-25-000680 filed by Stonebridge Wealth 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 ended2025-06-30
    13F 450,500 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $1,306,450.

    13F-HR 0001754960-25-000623 filed by Stonebridge Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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