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Disclosery

United Wealth Management, LLC: DFAR position timeline

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

United Wealth Management, LLC held 600,451 DFAR shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 600,451 shares
    Change vs previous 13F +5,746 shares

    3.53% of the 13F portfolio, value $15,707,811.

    13F-HR 0002085853-26-000825 filed by United 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 594,705 shares
    Change vs previous 13F +70,685 shares

    3.5% of the 13F portfolio, value $14,064,764.

    13F-HR 0002085853-26-000545 filed by United 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 524,020 shares
    Change vs previous 13F +27,123 shares

    3.1% of the 13F portfolio, value $12,000,686.

    13F-HR 0002085853-26-000248 filed by United 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 496,897 shares
    Change vs previous 13F +12,702 shares

    3.22% of the 13F portfolio, value $11,850,996.

    13F-HR 0002085853-25-000257 filed by United 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 484,195 shares
    Change vs previous 13F +4,428 shares

    3.3% of the 13F portfolio, value $11,359,215.

    13F-HR 0001667731-25-001114 filed by United 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 479,767 shares
    Change vs previous 13F +38,572 shares

    3.57% of the 13F portfolio, value $11,404,060.

    13F-HR 0001667731-25-000570 filed by United 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 441,195 shares
    Change vs previous 13F not available

    3.46% of the 13F portfolio, value $10,266,615.

    13F-HR 0001667731-25-000231 filed by United Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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