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Disclosery

WEALTH EFFECTS LLC: UNH position timeline

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

WEALTH EFFECTS LLC held 4,905 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,905 shares
    Change vs previous 13F -62 shares

    0.55% of the 13F portfolio, value $2,038,552.

    13F-HR 0001951757-26-001134 filed by WEALTH EFFECTS 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 4,967 shares
    Change vs previous 13F -69 shares

    0.48% of the 13F portfolio, value $1,343,919.

    13F-HR 0001951757-26-000687 filed by WEALTH EFFECTS 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 5,036 shares
    Change vs previous 13F -241 shares

    0.52% of the 13F portfolio, value $1,662,301.

    13F-HR 0001951757-26-000293 filed by WEALTH EFFECTS 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 5,277 shares
    Change vs previous 13F +589 shares

    0.59% of the 13F portfolio, value $1,822,094.

    13F-HR 0001951757-25-001197 filed by WEALTH EFFECTS 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 4,688 shares
    Change vs previous 13F +591 shares

    0.55% of the 13F portfolio, value $1,462,608.

    13F-HR 0001951757-25-000849 filed by WEALTH EFFECTS 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 4,097 shares
    Change vs previous 13F -299 shares

    0.9% of the 13F portfolio, value $2,145,660.

    13F-HR 0001951757-25-000441 filed by WEALTH EFFECTS 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 4,396 shares
    Change vs previous 13F -30 shares

    0.79% of the 13F portfolio, value $2,223,660.

    13F-HR 0001951757-25-000109 filed by WEALTH EFFECTS 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 4,426 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $2,587,776.

    13F-HR 0001951757-24-001093 filed by WEALTH EFFECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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