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Disclosery

Allegheny Financial Group: UNH position timeline

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

Allegheny Financial Group held 2,346 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,346 shares
    Change vs previous 13F +237 shares

    0.1% of the 13F portfolio, value $975,415.

    13F-HR 0001844148-26-000003 filed by Allegheny Financial Group
    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 2,109 shares
    Change vs previous 13F +1,404 shares

    0.08% of the 13F portfolio, value $570,758.

    13F-HR 0001844148-26-000002 filed by Allegheny Financial Group
    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 705 shares
    Change vs previous 13F +8 shares

    0.03% of the 13F portfolio, value $232,802.

    13F-HR 0001844148-26-000001 filed by Allegheny Financial Group
    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 697 shares
    Change vs previous 13F -183 shares

    0.05% of the 13F portfolio, value $240,939.

    13F-HR 0001844148-25-000003 filed by Allegheny Financial Group
    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 880 shares
    Change vs previous 13F -98 shares

    0.06% of the 13F portfolio, value $274,633.

    13F-HR 0001085146-25-005018 filed by Allegheny Financial Group
    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 978 shares
    Change vs previous 13F -31 shares

    0.13% of the 13F portfolio, value $512,236.

    13F-HR 0001085146-25-003057 filed by Allegheny Financial Group
    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 1,009 shares
    Change vs previous 13F -20 shares

    0.13% of the 13F portfolio, value $510,497.

    13F-HR 0001085146-25-001470 filed by Allegheny Financial Group
    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 1,029 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $601,443.

    13F-HR 0001172661-24-005142 filed by Allegheny Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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