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Disclosery

TLWM: UNH position timeline

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

TLWM held 3,229 UNH shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,229 shares
    Change vs previous 13F -177 shares

    0.19% of the 13F portfolio, value $1,185,304.

    13F-HR 0001085146-26-000842 filed by TLWM
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,406 shares
    Change vs previous 13F +66 shares

    0.23% of the 13F portfolio, value $1,415,630.

    13F-HR 0001732537-26-000004 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,340 shares
    Change vs previous 13F +445 shares

    0.16% of the 13F portfolio, value $903,771.

    13F-HR 0001732537-26-000003 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,895 shares
    Change vs previous 13F +59 shares

    0.17% of the 13F portfolio, value $955,672.

    13F-HR 0001732537-26-000001 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,836 shares
    Change vs previous 13F +159 shares

    0.18% of the 13F portfolio, value $979,280.

    13F-HR 0001085146-25-005906 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,677 shares
    Change vs previous 13F -59 shares

    0.16% of the 13F portfolio, value $835,151.

    13F-HR 0001085146-25-004210 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,736 shares
    Change vs previous 13F +28 shares

    0.29% of the 13F portfolio, value $1,432,995.

    13F-HR 0001085146-25-003000 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,708 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,369,862.

    13F-HR 0001085146-25-000159 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

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