Western Wealth Management, LLC: UNH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Western Wealth Management, LLC on UNH, newest first. How the timeline and the estimate are built.
Western Wealth Management, LLC held 11,736 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 11,736 sharesChange vs previous 13F -2,033 shares
0.16% of the 13F portfolio, value $4,877,989.
13F-HR 0001767902-26-000006 filed by Western Wealth Management, 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/A 13,769 sharesChange vs previous 13F +5,232 shares
0.14% of the 13F portfolio, value $3,725,755.
13F-HR/A 0001767902-26-000005 filed by Western Wealth Management, 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 8,537 sharesChange vs previous 13F -5 shares
0.13% of the 13F portfolio, value $2,818,037.
13F-HR 0001767902-26-000002 filed by Western Wealth Management, 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 8,542 sharesChange vs previous 13F -313 shares
0.16% of the 13F portfolio, value $2,949,446.
13F-HR 0001767902-25-000009 filed by Western Wealth Management, 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 8,855 sharesChange vs previous 13F +299 shares
0.16% of the 13F portfolio, value $2,762,641.
13F-HR 0001908177-25-000004 filed by Western Wealth Management, 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 8,556 sharesChange vs previous 13F +109 shares
0.3% of the 13F portfolio, value $4,481,453.
13F-HR 0001767902-25-000006 filed by Western Wealth Management, 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/A 8,447 sharesChange vs previous 13F -3,313 shares
0.28% of the 13F portfolio, value $4,272,739.
13F-HR/A 0001767902-25-000004 filed by Western Wealth Management, 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 11,760 sharesChange vs previous 13F not available
0.39% of the 13F portfolio, value $6,876,152.
13F-HR 0001085146-24-005487 filed by Western Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).