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Disclosery

WealthShield Partners, LLC: UNH position timeline

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

WealthShield Partners, LLC held 5,377 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,377 shares
    Change vs previous 13F -1,055 shares

    0.34% of the 13F portfolio, value $2,234,828.

    13F-HR 0001398344-26-014166 filed by WealthShield Partners, 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 6,432 shares
    Change vs previous 13F -6,950 shares

    0.19% of the 13F portfolio, value $1,740,372.

    13F-HR 0001398344-26-008094 filed by WealthShield Partners, 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 13,382 shares
    Change vs previous 13F +2,303 shares

    0.49% of the 13F portfolio, value $4,417,634.

    13F-HR 0001398344-26-001942 filed by WealthShield Partners, 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 11,079 shares
    Change vs previous 13F +1,076 shares

    0.43% of the 13F portfolio, value $3,825,643.

    13F-HR 0001398344-25-020099 filed by WealthShield Partners, 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 10,003 shares
    Change vs previous 13F +1,071 shares

    0.38% of the 13F portfolio, value $3,120,485.

    13F-HR 0001398344-25-014826 filed by WealthShield Partners, 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 8,932 shares
    Change vs previous 13F +1,144 shares

    0.6% of the 13F portfolio, value $4,678,046.

    13F-HR 0001398344-25-009105 filed by WealthShield Partners, 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 7,788 shares
    Change vs previous 13F +129 shares

    0.56% of the 13F portfolio, value $3,939,462.

    13F-HR 0001398344-25-001803 filed by WealthShield Partners, 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 7,659 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $4,477,917.

    13F-HR 0001398344-24-019902 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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