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Ascentis Wealth Management, LLC: UNH position timeline

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

Ascentis Wealth Management, LLC held 69 UNH shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 69 shares
    Change vs previous 13F -4,511 shares

    <0.01% of the 13F portfolio, value $28,676.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 10 shares
    • Ascentis Wealth Management, LLC: 59 shares

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

  2. period ended2026-03-31
    13F 4,580 shares
    Change vs previous 13F +2,120 shares

    0.07% of the 13F portfolio, value $1,239,500.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,458 shares
    • Ascentis Wealth Management, LLC: 1,122 shares

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

  3. period ended2025-12-31
    13F 2,460 shares
    Change vs previous 13F +25 shares

    0.08% of the 13F portfolio, value $812,057.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,394 shares
    • Ascentis Wealth Management, LLC: 66 shares

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

  4. period ended2025-09-30
    13F 2,435 shares
    Change vs previous 13F +226 shares

    0.08% of the 13F portfolio, value $840,943.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,369 shares
    • Ascentis Wealth Management, LLC: 66 shares

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

  5. period ended2025-06-30
    13F 2,209 shares
    Change vs previous 13F -1,853 shares

    0.07% of the 13F portfolio, value $691,494.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,076 shares
    • Ascentis Wealth Management, LLC: 133 shares

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

  6. period ended2025-03-31
    13F 4,062 shares
    Change vs previous 13F +173 shares

    0.26% of the 13F portfolio, value $2,128,108.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,291 shares
    • Ascentis Wealth Management, LLC: 771 shares

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

  7. period ended2024-12-31
    13F 3,889 shares
    Change vs previous 13F -314 shares

    0.23% of the 13F portfolio, value $1,967,865.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,359 shares
    • Ascentis Wealth Management, LLC: 530 shares

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

  8. period ended2024-09-30
    13F/A 4,203 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,457,853.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,427 shares
    • Ascentis Wealth Management, LLC: 776 shares

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