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Disclosery

Prosperity Financial Group, Inc.: UNH position timeline

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

Prosperity Financial Group, Inc. held 2,694 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 2,694 shares
    Change vs previous 13F +17 shares

    0.35% of the 13F portfolio, value $1,119,759.

    13F-HR 0001172661-26-002838 filed by Prosperity Financial Group, Inc.
    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 2,677 shares
    Change vs previous 13F +129 shares

    0.27% of the 13F portfolio, value $724,380.

    13F-HR 0001172661-26-001809 filed by Prosperity Financial Group, Inc.
    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 2,548 shares
    Change vs previous 13F -1,365 shares

    0.3% of the 13F portfolio, value $841,120.

    13F-HR 0001172661-26-000306 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 2,548 shares
    • Prosperity Wealth Management, Inc.: 0 shares

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

  4. period ended2025-09-30
    13F 3,913 shares
    Change vs previous 13F -2,060 shares

    0.24% of the 13F portfolio, value $1,351,547.

    13F-HR 0001172661-25-005010 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 2,445 shares
    • Prosperity Wealth Management, Inc.: 1,468 shares

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

  5. period ended2025-06-30
    13F 5,973 shares
    Change vs previous 13F +4,053 shares

    0.37% of the 13F portfolio, value $1,863,299.

    13F-HR 0001172661-25-002873 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 2,272 shares
    • Prosperity Wealth Management, Inc.: 3,701 shares

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

  6. period ended2025-03-31
    13F 1,920 shares
    Change vs previous 13F +12 shares

    0.5% of the 13F portfolio, value $1,005,491.

    13F-HR 0001172661-25-002250 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,908 shares
    Change vs previous 13F +175 shares

    0.48% of the 13F portfolio, value $965,004.

    13F-HR 0001172661-25-000590 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,733 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,012,962.

    13F-HR 0001172661-24-004592 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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