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Disclosery

Whalen Wealth Management Inc.: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whalen Wealth Management Inc. on UNH, newest first. How the timeline and the estimate are built.

Whalen Wealth Management Inc. held 4,755 UNH shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,755 shares
    Change vs previous 13F +66 shares

    0.75% of the 13F portfolio, value $1,745,465.

    13F-HR 0001894447-26-000004 filed by Whalen Wealth Management Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,689 shares
    Change vs previous 13F -558 shares

    0.88% of the 13F portfolio, value $1,948,889.

    13F-HR 0001894447-26-000003 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,247 shares
    Change vs previous 13F +1,472 shares

    0.76% of the 13F portfolio, value $1,419,786.

    13F-HR 0001894447-26-000002 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,775 shares
    Change vs previous 13F +1,450 shares

    0.67% of the 13F portfolio, value $1,246,165.

    13F-HR 0001894447-26-000001 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,325 shares
    Change vs previous 13F +936 shares

    0.47% of the 13F portfolio, value $802,823.

    13F-HR 0002085853-25-000044 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,389 shares
    Change vs previous 13F +18 shares

    0.27% of the 13F portfolio, value $433,326.

    13F-HR 0001667731-25-001040 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,371 shares
    Change vs previous 13F -1 shares

    0.48% of the 13F portfolio, value $718,061.

    13F-HR 0001667731-25-000480 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,372 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $694,040.

    13F-HR 0001667731-25-000051 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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