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Disclosery

StrongBox Wealth, LLC: UNH position timeline

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

StrongBox Wealth, LLC held 317 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 317 shares
    Change vs previous 13F +317 shares

    0.04% of the 13F portfolio, value $131,755.

    13F-HR 0001812155-26-000002 filed by StrongBox 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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -929 shares

    13F-HR 0001172661-25-002507 filed by StrongBox Wealth, 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.

  3. period ended2025-03-31
    13F 929 shares
    Change vs previous 13F -37 shares

    0.2% of the 13F portfolio, value $486,564.

    13F-HR 0001172661-25-001754 filed by StrongBox 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 ended2024-12-31
    13F 966 shares
    Change vs previous 13F -180 shares

    0.21% of the 13F portfolio, value $488,661.

    13F-HR 0001172661-25-000188 filed by StrongBox 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 ended2024-09-30
    13F 1,146 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $670,043.

    13F-HR 0001172661-24-004566 filed by StrongBox Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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