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Disclosery

Transform Wealth, LLC: UNH position timeline

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

Transform Wealth, LLC held 2,512 UNH shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 2,512 shares
    Change vs previous 13F -7,378 shares

    0.08% of the 13F portfolio, value $1,315,660.

    13F-HR 0001085146-25-002109 filed by Transform 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 ended2024-12-31
    13F 9,890 shares
    Change vs previous 13F -1,618 shares

    0.28% of the 13F portfolio, value $5,002,732.

    13F-HR 0001085146-25-000306 filed by Transform 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 ended2024-09-30
    13F 11,508 shares
    Change vs previous 13F -13,779 shares

    0.45% of the 13F portfolio, value $6,728,763.

    13F-HR 0001085146-24-004926 filed by Transform 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 ended2024-06-30
    13F 25,287 shares
    Change vs previous 13F -7,408 shares

    0.97% of the 13F portfolio, value $12,877,826.

    13F-HR 0001085146-24-002961 filed by Transform 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 ended2024-03-31
    13F 32,695 shares
    Change vs previous 13F -2,312 shares

    1.54% of the 13F portfolio, value $16,174,073.

    13F-HR 0001085146-24-001836 filed by Transform 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 ended2023-12-31
    13F/A 35,007 shares
    Change vs previous 13F -143 shares

    1.8% of the 13F portfolio, value $18,429,981.

    13F-HR/A 0001085146-24-001543 filed by Transform 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 ended2023-09-30
    13F 35,150 shares
    Change vs previous 13F -7,490 shares

    1.87% of the 13F portfolio, value $17,722,355.

    13F-HR 0001085146-23-003682 filed by Transform 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 ended2023-06-30
    13F 42,640 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $20,494,602.

    13F-HR 0001085146-23-002680 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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