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ADELL HARRIMAN & CARPENTER INC: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADELL HARRIMAN & CARPENTER INC on UNH, newest first. How the timeline and the estimate are built.

ADELL HARRIMAN & CARPENTER INC held 4,521 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,521 shares
    Change vs previous 13F -174 shares

    0.1% of the 13F portfolio, value $1,879,167.

    13F-HR 0001134152-26-000008 filed by ADELL HARRIMAN & CARPENTER 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 4,695 shares
    Change vs previous 13F -1,091 shares

    0.08% of the 13F portfolio, value $1,270,487.

    13F-HR 0001134152-26-000006 filed by ADELL HARRIMAN & CARPENTER 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 5,786 shares
    Change vs previous 13F -517 shares

    0.11% of the 13F portfolio, value $1,910,129.

    13F-HR 0001134152-26-000002 filed by ADELL HARRIMAN & CARPENTER INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 6,303 shares
    Change vs previous 13F -2,734 shares

    0.13% of the 13F portfolio, value $2,176,543.

    13F-HR 0001134152-25-000011 filed by ADELL HARRIMAN & CARPENTER INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 9,037 shares
    Change vs previous 13F -12,415 shares

    0.19% of the 13F portfolio, value $2,819,379.

    13F-HR 0001134152-25-000006 filed by ADELL HARRIMAN & CARPENTER INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 21,452 shares
    Change vs previous 13F -8,815 shares

    0.85% of the 13F portfolio, value $11,235,663.

    13F-HR 0001134152-25-000004 filed by ADELL HARRIMAN & CARPENTER 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 30,267 shares
    Change vs previous 13F -1,422 shares

    1.07% of the 13F portfolio, value $15,310,908.

    13F-HR 0001134152-25-000002 filed by ADELL HARRIMAN & CARPENTER 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 31,689 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $18,528,216.

    13F-HR 0001134152-24-000010 filed by ADELL HARRIMAN & CARPENTER INC
    Filed (acceptance time not in the bulk data set), ingested

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