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Disclosery

Concord Wealth Partners: UNH position timeline

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

Concord Wealth Partners held 16,363 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,363 shares
    Change vs previous 13F +2,235 shares

    0.45% of the 13F portfolio, value $6,801,089.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 8,308 shares
    • Concord Asset Management, LLC/VA: 8,055 shares

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

  2. period ended2026-03-31
    13F 14,128 shares
    Change vs previous 13F +3,478 shares

    0.28% of the 13F portfolio, value $3,822,914.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 7,088 shares
    • Concord Asset Management, LLC/VA: 7,040 shares

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

  3. period ended2025-12-31
    13F 10,650 shares
    Change vs previous 13F +386 shares

    0.26% of the 13F portfolio, value $3,515,689.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 5,355 shares
    • Concord Asset Management, LLC/VA: 5,295 shares

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

  4. period ended2025-09-30
    13F 10,264 shares
    Change vs previous 13F -10 shares

    0.28% of the 13F portfolio, value $3,544,179.

    13F-HR 0002031885-25-000006 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 5,095 shares
    • Concord Asset Management, LLC/VA: 5,169 shares

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

  5. period ended2025-06-30
    13F 10,274 shares
    Change vs previous 13F -311 shares

    0.24% of the 13F portfolio, value $3,205,180.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 5,137 shares
    • Concord Asset Management, LLC/VA: 5,137 shares

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

  6. period ended2025-03-31
    13F 10,585 shares
    Change vs previous 13F -4,524 shares

    0.48% of the 13F portfolio, value $5,052,158.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 5,450 shares
    • Concord Asset Management, LLC/VA: 5,135 shares

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

  7. period ended2024-12-31
    13F 15,109 shares
    Change vs previous 13F +747 shares

    0.72% of the 13F portfolio, value $7,642,880.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 7,562 shares
    • Concord Asset Management, LLC/VA: 7,547 shares

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

  8. period ended2024-09-30
    13F 14,362 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $8,397,096.

    13F-HR 0002031885-24-000012 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 7,060 shares
    • Concord Asset Management, LLC/VA: 7,302 shares

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