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WETZEL INVESTMENT ADVISORS, INC.: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WETZEL INVESTMENT ADVISORS, INC. on UNH, newest first. How the timeline and the estimate are built.

WETZEL INVESTMENT ADVISORS, INC. held 0 UNH shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -748 shares

    13F-HR 0002009211-26-000003 filed by WETZEL INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 748 shares
    Change vs previous 13F -1 shares

    0.1% of the 13F portfolio, value $246,922.

    13F-HR 0002009211-26-000001 filed by WETZEL INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 749 shares
    Change vs previous 13F -50 shares

    0.11% of the 13F portfolio, value $258,630.

    13F-HR 0002009211-25-000006 filed by WETZEL INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 799 shares
    Change vs previous 13F +102 shares

    0.11% of the 13F portfolio, value $249,264.

    13F-HR 0002009211-25-000003 filed by WETZEL INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 697 shares
    Change vs previous 13F +8 shares

    0.18% of the 13F portfolio, value $365,133.

    13F-HR 0001998574-25-000003 filed by WETZEL INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 689 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $348,593.

    13F-HR 0002009211-25-000001 filed by WETZEL INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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