Skip to content
Disclosery

Wealthspire Advisors, LLC: UNH position timeline

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

Wealthspire Advisors, LLC held 15,639 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,639 shares
    Change vs previous 13F +3,128 shares

    0.04% of the 13F portfolio, value $6,500,219.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, 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 12,511 shares
    Change vs previous 13F -4,887 shares

    0.03% of the 13F portfolio, value $3,385,449.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, 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 17,398 shares
    Change vs previous 13F +5,777 shares

    0.05% of the 13F portfolio, value $5,743,164.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, 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 11,621 shares
    Change vs previous 13F -1,472 shares

    0.02% of the 13F portfolio, value $4,013,005.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, 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 13,093 shares
    Change vs previous 13F -1,014 shares

    0.02% of the 13F portfolio, value $4,084,717.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, 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 14,107 shares
    Change vs previous 13F +130 shares

    0.04% of the 13F portfolio, value $7,388,852.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, 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 13,977 shares
    Change vs previous 13F +614 shares

    0.07% of the 13F portfolio, value $7,070,371.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, 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 13,363 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,813,384.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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