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Disclosery

Wambolt & Associates, LLC: UNH position timeline

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

Wambolt & Associates, LLC held 1,089 UNH shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 1,089 shares
    Change vs previous 13F -6,093 shares

    0.12% of the 13F portfolio, value $355,211.

    13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 7,182 shares
    Change vs previous 13F -40 shares

    1.28% of the 13F portfolio, value $3,756,880.

    13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 7,222 shares
    Change vs previous 13F -1,235 shares

    1.17% of the 13F portfolio, value $3,653,651.

    13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 8,457 shares
    Change vs previous 13F +531 shares

    1.35% of the 13F portfolio, value $4,932,839.

    13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 7,926 shares
    Change vs previous 13F +318 shares

    1.14% of the 13F portfolio, value $3,920,758.

    13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 7,608 shares
    Change vs previous 13F +1,098 shares

    1.11% of the 13F portfolio, value $3,725,630.

    13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 6,510 shares
    Change vs previous 13F +428 shares

    1.12% of the 13F portfolio, value $3,427,118.

    13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 6,082 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $3,129,804.

    13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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