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United Wealth Management, LLC: VGIT position timeline

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

United Wealth Management, LLC held 366,726 VGIT 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 366,726 shares
    Change vs previous 13F +1,102 shares

    4.87% of the 13F portfolio, value $21,629,525.

    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 365,624 shares
    Change vs previous 13F +1,914 shares

    5.41% of the 13F portfolio, value $21,772,882.

    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 363,710 shares
    Change vs previous 13F +25,436 shares

    5.64% of the 13F portfolio, value $21,797,122.

    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 338,274 shares
    Change vs previous 13F +1,073 shares

    5.53% of the 13F portfolio, value $20,306,559.

    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 337,201 shares
    Change vs previous 13F -12,869 shares

    5.86% of the 13F portfolio, value $20,168,006.

    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 350,070 shares
    Change vs previous 13F +2,509 shares

    6.51% of the 13F portfolio, value $20,794,155.

    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 347,561 shares
    Change vs previous 13F not available

    6.79% of the 13F portfolio, value $20,158,532.

    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).