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Disclosery

Affiance Financial, LLC: UNH position timeline

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

Affiance Financial, LLC held 5,824 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 5,824 shares
    Change vs previous 13F -73 shares

    0.35% of the 13F portfolio, value $2,420,733.

    13F-HR 0001723681-26-000004 filed by Affiance Financial, LLC
    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 5,897 shares
    Change vs previous 13F +6 shares

    0.26% of the 13F portfolio, value $1,595,737.

    13F-HR 0001723681-26-000003 filed by Affiance Financial, LLC
    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 5,891 shares
    Change vs previous 13F -132 shares

    0.31% of the 13F portfolio, value $1,944,761.

    13F-HR 0001723681-26-000001 filed by Affiance Financial, LLC
    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 6,023 shares
    Change vs previous 13F +159 shares

    0.38% of the 13F portfolio, value $2,079,828.

    13F-HR 0001085146-25-005939 filed by Affiance Financial, LLC
    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 5,864 shares
    Change vs previous 13F +26 shares

    0.37% of the 13F portfolio, value $1,829,470.

    13F-HR 0001085146-25-003718 filed by Affiance Financial, LLC
    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 5,838 shares
    Change vs previous 13F -140 shares

    0.71% of the 13F portfolio, value $3,058,076.

    13F-HR 0001085146-25-001968 filed by Affiance Financial, LLC
    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 5,978 shares
    Change vs previous 13F +16 shares

    0.72% of the 13F portfolio, value $3,024,284.

    13F-HR 0001085146-25-000379 filed by Affiance Financial, LLC
    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 5,962 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $3,485,967.

    13F-HR 0001085146-24-004844 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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