Fourth Dimension Wealth, LLC
Position in UNH — Unitedhealth Group Inc
CIK 2056691
MIDDLEBURG HEIGHTS, OH
Position in UNH
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$359,519
+$314,331 QoQ
Shares Held
865
+418.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#2,567
of 3,349 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Fourth Dimension Wealth, LLC holds $488,765 across 3 Healthcare Plans names. UNH ranks #1 (73.6% of the industry book) .
All Filings in UNH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,519 | 865 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $45,188 | 167 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $55,128 | 167 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $72,513 | 210 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $38,996 | 125 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $65,468 | 125 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $63,232 | 125 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||