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Disclosery

Venturi Wealth Management, LLC: UNH position timeline

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

Venturi Wealth Management, LLC held 10,963 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,963 shares
    Change vs previous 13F -2,557 shares

    0.18% of the 13F portfolio, value $4,556,059.

    13F-HR 0001666363-26-000004 filed by Venturi 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 13,520 shares
    Change vs previous 13F -4,812 shares

    0.16% of the 13F portfolio, value $3,658,261.

    13F-HR 0001666363-26-000003 filed by Venturi 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 18,332 shares
    Change vs previous 13F +1,882 shares

    0.27% of the 13F portfolio, value $6,051,204.

    13F-HR 0001666363-26-000001 filed by Venturi 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 16,450 shares
    Change vs previous 13F +4,460 shares

    0.26% of the 13F portfolio, value $5,680,122.

    13F-HR 0001666363-25-000008 filed by Venturi 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 11,990 shares
    Change vs previous 13F -25,156 shares

    0.18% of the 13F portfolio, value $3,740,447.

    13F-HR 0001666363-25-000006 filed by Venturi 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 37,146 shares
    Change vs previous 13F +5,393 shares

    1.01% of the 13F portfolio, value $19,454,943.

    13F-HR 0001666363-25-000005 filed by Venturi 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 31,753 shares
    Change vs previous 13F +2,770 shares

    0.79% of the 13F portfolio, value $16,062,764.

    13F-HR 0001666363-25-000004 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 28,983 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $16,946,086.

    13F-HR 0001666363-24-000006 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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