Skip to content
Disclosery

Wealth Group Ltd: UNH position timeline

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

Wealth Group Ltd held 1,387 UNH shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,387 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $515,825.

    13F-HR 0002010748-26-000006 filed by Wealth Group Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,387 shares
    Change vs previous 13F -204 shares

    0.11% of the 13F portfolio, value $576,479.

    13F-HR 0002010748-26-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,591 shares
    Change vs previous 13F -314 shares

    0.1% of the 13F portfolio, value $430,509.

    13F-HR 0002010748-26-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,905 shares
    Change vs previous 13F +165 shares

    0.14% of the 13F portfolio, value $628,860.

    13F-HR 0002010748-26-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,740 shares
    Change vs previous 13F -63 shares

    0.14% of the 13F portfolio, value $600,822.

    13F-HR 0002010748-25-000006 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,803 shares
    Change vs previous 13F +125 shares

    0.14% of the 13F portfolio, value $562,482.

    13F-HR 0002010748-25-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,678 shares
    Change vs previous 13F -99 shares

    0.26% of the 13F portfolio, value $878,853.

    13F-HR 0002010748-25-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,777 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $898,913.

    13F-HR 0002010748-25-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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