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WealthTrust Axiom LLC: UNH position timeline

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

WealthTrust Axiom LLC held 1,907 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 1,907 shares
    Change vs previous 13F -54 shares

    0.18% of the 13F portfolio, value $792,638.

    13F-HR 0001425949-26-000009 filed by WealthTrust Axiom 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 1,961 shares
    Change vs previous 13F -5 shares

    0.13% of the 13F portfolio, value $530,700.

    13F-HR 0001425949-26-000005 filed by WealthTrust Axiom 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 1,966 shares
    Change vs previous 13F +37 shares

    0.17% of the 13F portfolio, value $649,022.

    13F-HR 0001425949-26-000004 filed by WealthTrust Axiom 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 1,929 shares
    Change vs previous 13F -30 shares

    0.18% of the 13F portfolio, value $666,083.

    13F-HR 0001425949-25-000004 filed by WealthTrust Axiom 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 1,959 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $611,149.

    13F-HR 0001085146-25-004962 filed by WealthTrust Axiom 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 1,959 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $1,026,026.

    13F-HR 0001085146-25-003158 filed by WealthTrust Axiom 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 1,959 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $990,979.

    13F-HR 0001085146-25-001260 filed by WealthTrust Axiom 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 1,959 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,145,388.

    13F-HR 0001085146-24-005661 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

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