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Disclosery

True Wealth Design, LLC: UNH position timeline

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

True Wealth Design, LLC held 712 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 712 shares
    Change vs previous 13F +152 shares

    0.07% of the 13F portfolio, value $295,773.

    13F-HR 0001966033-26-000004 filed by True Wealth Design, 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 560 shares
    Change vs previous 13F +153 shares

    0.04% of the 13F portfolio, value $151,567.

    13F-HR 0001966033-26-000003 filed by True Wealth Design, 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 407 shares
    Change vs previous 13F -107 shares

    0.04% of the 13F portfolio, value $134,513.

    13F-HR 0001966033-26-000001 filed by True Wealth Design, 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 514 shares
    Change vs previous 13F +150 shares

    0.05% of the 13F portfolio, value $177,579.

    13F-HR 0001966033-25-000008 filed by True Wealth Design, 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 364 shares
    Change vs previous 13F +177 shares

    0.04% of the 13F portfolio, value $113,475.

    13F-HR 0001966033-25-000004 filed by True Wealth Design, 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 187 shares
    Change vs previous 13F +45 shares

    0.04% of the 13F portfolio, value $98,005.

    13F-HR 0001966033-25-000003 filed by True Wealth Design, 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 142 shares
    Change vs previous 13F -65 shares

    0.03% of the 13F portfolio, value $71,717.

    13F-HR 0001966033-25-000001 filed by True Wealth Design, 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 207 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $121,066.

    13F-HR 0001966033-24-000005 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

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