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Wealthcare Advisory Partners LLC: UNH position timeline

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

Wealthcare Advisory Partners LLC held 10,864 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,864 shares
    Change vs previous 13F +58 shares

    0.08% of the 13F portfolio, value $4,515,723.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 8,579 shares
    • Wealthcare Capital Partners, LLC: 2,285 shares

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

  2. period ended2026-03-31
    13F 10,806 shares
    Change vs previous 13F -376 shares

    0.05% of the 13F portfolio, value $2,923,918.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 8,591 shares
    • Wealthcare Capital Partners, LLC: 2,215 shares

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

  3. period ended2025-12-31
    13F 11,182 shares
    Change vs previous 13F -37,628 shares

    0.07% of the 13F portfolio, value $3,691,051.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 8,901 shares
    • Wealthcare Capital Partners, LLC: 2,281 shares

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

  4. period ended2025-09-30
    13F 48,810 shares
    Change vs previous 13F +452 shares

    0.34% of the 13F portfolio, value $16,853,874.

    13F-HR 0001951757-25-001338 filed by Wealthcare Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 8,963 shares
    • Wealthcare Capital Partners, LLC: 39,847 shares

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

  5. period ended2025-06-30
    13F 48,358 shares
    Change vs previous 13F +3,100 shares

    0.33% of the 13F portfolio, value $15,086,191.

    13F-HR 0001951757-25-000907 filed by Wealthcare Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 8,535 shares
    • Wealthcare Capital Partners, LLC: 39,823 shares

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

  6. period ended2025-03-31
    13F 45,258 shares
    Change vs previous 13F -108 shares

    0.6% of the 13F portfolio, value $23,703,964.

    13F-HR 0001951757-25-000346 filed by Wealthcare Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 5,215 shares
    • Wealthcare Capital Partners, LLC: 40,043 shares

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

  7. period ended2024-12-31
    13F 45,366 shares
    Change vs previous 13F +40,010 shares

    0.61% of the 13F portfolio, value $22,949,222.

    13F-HR 0001951757-25-000152 filed by Wealthcare Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 5,133 shares
    • Wealthcare Capital Partners, LLC: 40,233 shares

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

  8. period ended2024-09-30
    13F 5,356 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,131,530.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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