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
- period ended2026-06-3013F 1,907 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,961 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,966 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,929 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,959 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,959 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,959 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,959 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).