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Disclosery

Trajan Wealth LLC: UNH position timeline

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

Trajan Wealth LLC held 79,527 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,527 shares
    Change vs previous 13F -1,564 shares

    1.25% of the 13F portfolio, value $33,053,717.

    13F-HR 0001934415-26-000005 filed by Trajan 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 81,091 shares
    Change vs previous 13F -2,194 shares

    0.89% of the 13F portfolio, value $21,942,396.

    13F-HR 0001934415-26-000004 filed by Trajan 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 83,285 shares
    Change vs previous 13F -2,008 shares

    1.15% of the 13F portfolio, value $27,493,052.

    13F-HR 0001934415-26-000001 filed by Trajan 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 85,293 shares
    Change vs previous 13F +21,609 shares

    1.27% of the 13F portfolio, value $29,451,655.

    13F-HR 0001934415-25-000005 filed by Trajan 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 63,684 shares
    Change vs previous 13F +19,065 shares

    0.97% of the 13F portfolio, value $19,867,404.

    13F-HR 0001934415-25-000004 filed by Trajan 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 44,619 shares
    Change vs previous 13F +5,572 shares

    1.28% of the 13F portfolio, value $23,369,280.

    13F-HR 0001085146-25-002998 filed by Trajan 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 39,047 shares
    Change vs previous 13F +4,747 shares

    1.09% of the 13F portfolio, value $19,752,139.

    13F-HR 0001934415-25-000002 filed by Trajan 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 34,300 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $20,054,658.

    13F-HR 0001934415-24-000006 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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