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Disclosery

Allworth Financial LP: UNH position timeline

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

Allworth Financial LP held 88,309 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,309 shares
    Change vs previous 13F -25,105 shares

    0.16% of the 13F portfolio, value $36,703,781.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 113,414 shares
    Change vs previous 13F +18,379 shares

    0.12% of the 13F portfolio, value $30,688,608.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 95,035 shares
    Change vs previous 13F +958 shares

    0.13% of the 13F portfolio, value $31,371,995.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 94,077 shares
    Change vs previous 13F +3,194 shares

    0.14% of the 13F portfolio, value $32,484,658.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 90,883 shares
    Change vs previous 13F +13,838 shares

    0.14% of the 13F portfolio, value $28,352,872.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 77,045 shares
    Change vs previous 13F +4,007 shares

    0.18% of the 13F portfolio, value $32,686,140.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 73,038 shares
    Change vs previous 13F +2,564 shares

    0.21% of the 13F portfolio, value $37,959,167.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 70,474 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $41,204,678.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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