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Disclosery

United Wealth Management, LLC: DFAX position timeline

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

United Wealth Management, LLC held 89,067 DFAX 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 89,067 shares
    Change vs previous 13F -2,092 shares

    0.74% of the 13F portfolio, value $3,281,244.

    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 91,159 shares
    Change vs previous 13F -6,661 shares

    0.77% of the 13F portfolio, value $3,096,683.

    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 97,820 shares
    Change vs previous 13F -1,853 shares

    0.83% of the 13F portfolio, value $3,201,651.

    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 99,673 shares
    Change vs previous 13F -1,068 shares

    0.85% of the 13F portfolio, value $3,127,736.

    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 100,741 shares
    Change vs previous 13F -3,498 shares

    0.86% of the 13F portfolio, value $2,958,759.

    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 104,239 shares
    Change vs previous 13F -3,196 shares

    0.86% of the 13F portfolio, value $2,731,072.

    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 107,435 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $2,670,822.

    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).