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Disclosery

Trueblood Wealth Management, LLC: UNH position timeline

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

Trueblood Wealth Management, LLC held 1,499 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,499 shares
    Change vs previous 13F +30 shares

    0.22% of the 13F portfolio, value $623,010.

    13F-HR 0002005380-26-000003 filed by Trueblood Wealth Management, 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 1,469 shares
    Change vs previous 13F -1,080 shares

    0.16% of the 13F portfolio, value $397,460.

    13F-HR 0002005380-26-000002 filed by Trueblood Wealth Management, 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 2,549 shares
    Change vs previous 13F -320 shares

    0.33% of the 13F portfolio, value $841,311.

    13F-HR 0002005380-26-000001 filed by Trueblood Wealth Management, 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 2,869 shares
    Change vs previous 13F -62 shares

    0.39% of the 13F portfolio, value $990,770.

    13F-HR 0002005380-25-000002 filed by Trueblood Wealth Management, 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 2,931 shares
    Change vs previous 13F -1,482 shares

    0.38% of the 13F portfolio, value $914,354.

    13F-HR 0001085146-25-004043 filed by Trueblood Wealth Management, 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 4,413 shares
    Change vs previous 13F +16 shares

    1.07% of the 13F portfolio, value $2,311,363.

    13F-HR 0001085146-25-002098 filed by Trueblood Wealth Management, 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 4,397 shares
    Change vs previous 13F -58 shares

    1.1% of the 13F portfolio, value $2,224,308.

    13F-HR 0001085146-25-000257 filed by Trueblood Wealth Management, 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 4,455 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $2,604,785.

    13F-HR 0001085146-24-005087 filed by Trueblood Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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