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Disclosery

U S WEALTH GROUP, LLC.: UNH position timeline

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

U S WEALTH GROUP, LLC. held 8,901 UNH shares at 2026-06-30 per its 13F-HR filed 2026-09-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,901 shares
    Change vs previous 13F +937 shares

    2.21% of the 13F portfolio, value $3,699,612.

    13F-HR 0001554427-26-000007 filed by U S WEALTH GROUP, LLC.
    Accepted , ingested

  2. period ended2026-03-31
    13F 7,964 shares
    Change vs previous 13F -69 shares

    1.46% of the 13F portfolio, value $2,155,012.

    13F-HR 0001554427-26-000006 filed by U S WEALTH GROUP, LLC.
    Accepted , ingested

  3. period ended2025-12-31
    13F 8,033 shares
    Change vs previous 13F -81 shares

    1.75% of the 13F portfolio, value $2,651,774.

    13F-HR 0001554427-26-000001 filed by U S WEALTH GROUP, 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 8,114 shares
    Change vs previous 13F +3,716 shares

    1.83% of the 13F portfolio, value $2,801,764.

    13F-HR 0001554427-25-000006 filed by U S WEALTH GROUP, 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 4,398 shares
    Change vs previous 13F +469 shares

    1.07% of the 13F portfolio, value $1,372,044.

    13F-HR 0001554427-25-000003 filed by U S WEALTH GROUP, 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 3,929 shares
    Change vs previous 13F -165 shares

    1.63% of the 13F portfolio, value $2,057,813.

    13F-HR 0001554427-25-000002 filed by U S WEALTH GROUP, 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 4,094 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $2,070,990.

    13F-HR 0001554427-25-000001 filed by U S WEALTH GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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