Skip to content
Disclosery

Texas Capital Bank Wealth Management Services Inc: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Texas Capital Bank Wealth Management Services Inc on UNH, newest first. How the timeline and the estimate are built.

Texas Capital Bank Wealth Management Services Inc held 22,258 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,258 shares
    Change vs previous 13F -1,029 shares

    0.5% of the 13F portfolio, value $9,251,046.

    13F-HR 0001802655-26-000007 filed by Texas Capital Bank Wealth Management Services Inc
    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 23,287 shares
    Change vs previous 13F +7,240 shares

    0.37% of the 13F portfolio, value $6,301,147.

    13F-HR 0001802655-26-000005 filed by Texas Capital Bank Wealth Management Services Inc
    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 16,047 shares
    Change vs previous 13F -279 shares

    0.31% of the 13F portfolio, value $5,297,419.

    13F-HR 0001802655-26-000002 filed by Texas Capital Bank Wealth Management Services Inc
    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 16,326 shares
    Change vs previous 13F +449 shares

    0.46% of the 13F portfolio, value $5,637,443.

    13F-HR 0001802655-25-000012 filed by Texas Capital Bank Wealth Management Services Inc
    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 15,877 shares
    Change vs previous 13F -1,223 shares

    0.46% of the 13F portfolio, value $4,953,113.

    13F-HR 0001802655-25-000006 filed by Texas Capital Bank Wealth Management Services Inc
    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 17,100 shares
    Change vs previous 13F +720 shares

    0.9% of the 13F portfolio, value $8,956,354.

    13F-HR 0001802655-25-000004 filed by Texas Capital Bank Wealth Management Services Inc
    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 16,380 shares
    Change vs previous 13F +10 shares

    0.85% of the 13F portfolio, value $8,285,863.

    13F-HR 0001802655-25-000002 filed by Texas Capital Bank Wealth Management Services Inc
    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 16,370 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $9,571,423.

    13F-HR 0001802655-24-000008 filed by Texas Capital Bank Wealth Management Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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