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Disclosery

Wolf Group Capital Advisors: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wolf Group Capital Advisors on UNH, newest first. How the timeline and the estimate are built.

Wolf Group Capital Advisors held 763 UNH shares at 2025-03-31 per its 13F-HR filed 2025-04-18.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 763 shares
    Change vs previous 13F -2,071 shares

    0.13% of the 13F portfolio, value $399,621.

    13F-HR 0001085146-25-002200 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 2,834 shares
    Change vs previous 13F 0 shares

    0.66% of the 13F portfolio, value $1,362,134.

    13F-HR 0001085146-25-001736 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 2,834 shares
    Change vs previous 13F +2,247 shares

    0.65% of the 13F portfolio, value $1,362,134.

    13F-HR 0001085146-24-005292 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 587 shares
    Change vs previous 13F -2,247 shares

    0.12% of the 13F portfolio, value $298,936.

    13F-HR 0001085146-24-003361 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 2,834 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $1,362,134.

    13F-HR 0001085146-24-002041 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 2,834 shares
    Change vs previous 13F -14 shares

    0.65% of the 13F portfolio, value $1,362,134.

    13F-HR 0001085146-24-000390 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 2,848 shares
    Change vs previous 13F +22 shares

    0.68% of the 13F portfolio, value $1,435,933.

    13F-HR 0001085146-23-004003 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 2,826 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,394,998.

    13F-HR 0001085146-23-002975 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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