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Disclosery

CWM, LLC: UNH position timeline

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

CWM, LLC held 184,507 UNH shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 184,507 shares
    Change vs previous 13F +25,641 shares

    0.13% of the 13F portfolio, value $49,925,823.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 158,866 shares
    Change vs previous 13F -1,621 shares

    0.14% of the 13F portfolio, value $52,443,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 160,487 shares
    Change vs previous 13F +27,026 shares

    0.17% of the 13F portfolio, value $55,416,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 133,461 shares
    Change vs previous 13F +16,103 shares

    0.15% of the 13F portfolio, value $41,636,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 117,358 shares
    Change vs previous 13F +8,877 shares

    0.25% of the 13F portfolio, value $61,466,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 108,481 shares
    Change vs previous 13F +9,206 shares

    0.23% of the 13F portfolio, value $54,876,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 99,275 shares
    Change vs previous 13F +504 shares

    0.25% of the 13F portfolio, value $58,044,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 98,771 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $50,300,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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