Ignite Planners, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1849348 SAN CLEMENTE, CA

Position in UNH

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$798,840

+$434,356 QoQ

Shares Held

1,922

+42.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,982

of 3,349 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Ignite Planners, LLC holds $1,105,879 across 2 Healthcare Plans names. UNH ranks #1 (72.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	1,922	$798,840
2	CVS	CVS HEALTH Corp	2,968	$307,039

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$798,840	1,922	+42.7%	Shares	Sole	2026-07-23
2026-03-31	$364,484	1,347	+7.8%	Shares	Sole	2026-04-17
2025-12-31	$412,307	1,249	+8.2%	Shares	Sole	2026-02-06
2025-09-30	$398,476	1,154	-8.5%	Shares	Sole	2025-10-08
2025-03-31	$660,448	1,261	-6.1%	Shares	Sole	2025-05-06
2024-12-31	$679,369	1,343	-0.7%	Shares	Sole	2025-01-14
2024-09-30	$791,072	1,353	+11.2%	Shares	Sole	2024-10-07
2024-06-30	$619,769	1,217	-23.3%	Shares	Sole	2024-07-12
2024-03-31	$784,594	1,586	-14.4%	Shares	Sole	2024-04-12
2023-12-31	$975,548	1,853	-7.5%	Shares	Sole	2024-01-09
2023-09-30	$1,009,892	2,003	+7.2%	Shares	Sole	2023-10-11
2023-06-30	$897,835	1,868	-13.5%	Shares	Sole	2023-07-12
2023-03-31	$1,020,321	2,159	-2.0%	Shares	Sole	2023-04-18
2022-12-31	$1,167,986	2,203	+44.5%	Shares	Sole	2023-02-03
2022-09-30	$770,186	1,525	+24.6%	Shares	Sole	2022-10-12
2022-06-30	$628,683	1,224	+61.3%	Shares	Sole	2022-07-15
2022-03-31	$387,067	759	+17.7%	Shares	Sole	2022-05-13
2021-12-31	$323,880	645	—	Shares	Sole	2022-02-02
No filing history on record for this holder in this stock.