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Disclosery

Waldron Private Wealth LLC: UNH position timeline

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

Waldron Private Wealth LLC held 1,170 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 1,170 shares
    Change vs previous 13F -53 shares

    0.02% of the 13F portfolio, value $486,287.

    13F-HR 0001598180-26-000005 filed by Waldron Private Wealth 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 1,223 shares
    Change vs previous 13F -254 shares

    0.01% of the 13F portfolio, value $330,930.

    13F-HR 0001598180-26-000004 filed by Waldron Private Wealth 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 1,477 shares
    Change vs previous 13F +271 shares

    0.02% of the 13F portfolio, value $487,574.

    13F-HR 0001598180-26-000001 filed by Waldron Private Wealth 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 1,206 shares
    Change vs previous 13F +262 shares

    0.02% of the 13F portfolio, value $416,434.

    13F-HR 0001598180-25-000005 filed by Waldron Private Wealth 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 944 shares
    Change vs previous 13F -215 shares

    0.01% of the 13F portfolio, value $294,501.

    13F-HR 0001085146-25-004382 filed by Waldron Private Wealth 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 1,159 shares
    Change vs previous 13F -10,886 shares

    0.03% of the 13F portfolio, value $607,030.

    13F-HR 0001085146-25-002780 filed by Waldron Private Wealth 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 12,045 shares
    Change vs previous 13F +160 shares

    0.25% of the 13F portfolio, value $6,093,085.

    13F-HR 0001085146-25-000463 filed by Waldron Private Wealth 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 11,885 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $6,948,920.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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