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UnitedHealth shares owned by Caliber Wealth Management, Llc / Ks

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Caliber Wealth Management, Llc / Ks from 13F filings

Historical chart of Caliber Wealth Management, Llc / Ks investment in UnitedHealth

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All positions including UnitedHealth held by Caliber Wealth Management, Llc / Ks consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Caliber Wealth Management, Llc / Ks

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.4M 13k 330.12
2025-09-30 $4.0M 12k 345.31
2025-06-30 $3.2M 10k 311.98

More positions owned by Caliber Wealth Management, Llc / Ks

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Innovator Etfs Trust Equity Defined P (ZMAR)
Ishares Silver Tr Ishares (SLV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr State Street Tec (XLK)

View all positions for Caliber Wealth Management, Llc / Ks

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