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Disclosery

TrinityPoint Wealth, LLC: UNH position timeline

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

TrinityPoint Wealth, LLC held 4,733 UNH shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 4,733 shares
    Change vs previous 13F -42 shares

    0.34% of the 13F portfolio, value $2,394,484.

    13F-HR 0001085146-25-001498 filed by TrinityPoint 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 ended2024-09-30
    13F 4,775 shares
    Change vs previous 13F -70 shares

    0.4% of the 13F portfolio, value $2,791,951.

    13F-HR 0001765380-24-000406 filed by TrinityPoint 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 ended2024-06-30
    13F 4,845 shares
    Change vs previous 13F -4,608 shares

    0.39% of the 13F portfolio, value $2,467,325.

    13F-HR 0001765380-24-000249 filed by TrinityPoint 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 ended2024-03-31
    13F 9,453 shares
    Change vs previous 13F -5,321 shares

    0.77% of the 13F portfolio, value $4,676,441.

    13F-HR 0001765380-24-000197 filed by TrinityPoint 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 ended2023-12-31
    13F/A 14,774 shares
    Change vs previous 13F +7,489 shares

    1.41% of the 13F portfolio, value $7,778,023.

    13F-HR/A 0001765380-24-000151 filed by TrinityPoint 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 ended2023-09-30
    13F 7,285 shares
    Change vs previous 13F +1,093 shares

    0.73% of the 13F portfolio, value $3,673,096.

    13F-HR 0001765380-23-000217 filed by TrinityPoint 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 ended2023-06-30
    13F 6,192 shares
    Change vs previous 13F -175 shares

    0.58% of the 13F portfolio, value $2,976,127.

    13F-HR 0001765380-23-000130 filed by TrinityPoint 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 ended2023-03-31
    13F 6,367 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $3,008,925.

    13F-HR 0001765380-23-000089 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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