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Disclosery

United Wealth Management, LLC: DFEM position timeline

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

United Wealth Management, LLC held 269,486 DFEM 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 269,486 shares
    Change vs previous 13F -3,697 shares

    2.46% of the 13F portfolio, value $10,951,926.

    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 273,183 shares
    Change vs previous 13F +4,756 shares

    2.35% of the 13F portfolio, value $9,438,485.

    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 268,427 shares
    Change vs previous 13F +5,030 shares

    2.3% of the 13F portfolio, value $8,879,552.

    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 263,397 shares
    Change vs previous 13F +1,712 shares

    2.3% of the 13F portfolio, value $8,447,145.

    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 261,685 shares
    Change vs previous 13F +1,155 shares

    2.25% of the 13F portfolio, value $7,766,825.

    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 260,530 shares
    Change vs previous 13F +25,129 shares

    2.16% of the 13F portfolio, value $6,893,611.

    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 235,401 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $6,165,161.

    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).