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Disclosery

Worth Asset Management, LLC: UNH position timeline

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

Worth Asset Management, LLC held 1,496 UNH shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,496 shares
    Change vs previous 13F -29 shares

    0.16% of the 13F portfolio, value $549,151.

    13F-HR 0001927285-26-000007 filed by Worth Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,525 shares
    Change vs previous 13F +276 shares

    0.2% of the 13F portfolio, value $633,835.

    13F-HR 0001927285-26-000005 filed by Worth Asset Management, LLC
    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 1,249 shares
    Change vs previous 13F +87 shares

    0.13% of the 13F portfolio, value $337,967.

    13F-HR 0001927285-26-000003 filed by Worth Asset Management, LLC
    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 1,162 shares
    Change vs previous 13F -65 shares

    0.16% of the 13F portfolio, value $383,587.

    13F-HR 0001927285-26-000001 filed by Worth Asset Management, LLC
    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 1,227 shares
    Change vs previous 13F -2 shares

    0.19% of the 13F portfolio, value $423,683.

    13F-HR 0001927285-25-000006 filed by Worth Asset Management, LLC
    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 1,229 shares
    Change vs previous 13F +591 shares

    0.19% of the 13F portfolio, value $383,411.

    13F-HR 0001927285-25-000005 filed by Worth Asset Management, LLC
    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 638 shares
    Change vs previous 13F -235 shares

    0.18% of the 13F portfolio, value $334,257.

    13F-HR 0001927285-25-000002 filed by Worth Asset Management, LLC
    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 873 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $441,616.

    13F-HR 0001927285-25-000001 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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