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ANGELES WEALTH MANAGEMENT, LLC: UNH position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 4,132 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,132 shares
    Change vs previous 13F +990 shares

    0.08% of the 13F portfolio, value $1,717,383.

    13F-HR 0001398344-26-012905 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 3,142 shares
    Change vs previous 13F -30 shares

    0.05% of the 13F portfolio, value $850,078.

    13F-HR 0001398344-26-008459 filed by ANGELES WEALTH 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 ended2025-12-31
    13F 3,172 shares
    Change vs previous 13F +502 shares

    0.06% of the 13F portfolio, value $1,047,258.

    13F-HR 0001398344-26-003295 filed by ANGELES WEALTH 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 ended2025-09-30
    13F 2,670 shares
    Change vs previous 13F +1,587 shares

    0.06% of the 13F portfolio, value $922,039.

    13F-HR 0001398344-25-020722 filed by ANGELES WEALTH 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 ended2025-06-30
    13F 1,083 shares
    Change vs previous 13F -1,439 shares

    0.02% of the 13F portfolio, value $337,864.

    13F-HR 0001398344-25-013971 filed by ANGELES WEALTH 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 ended2025-03-31
    13F 2,522 shares
    Change vs previous 13F -1,144 shares

    0.11% of the 13F portfolio, value $1,320,898.

    13F-HR 0001398344-25-008850 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 0 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 2,522 shares

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

  7. period ended2024-12-31
    13F 3,666 shares
    Change vs previous 13F -199 shares

    0.06% of the 13F portfolio, value $1,854,482.

    13F-HR 0001398344-25-001300 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 1,019 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 2,647 shares

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

  8. period ended2024-09-30
    13F 3,865 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,259,788.

    13F-HR 0001398344-24-019597 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 1,154 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 2,711 shares

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