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Alpha Cubed Investments, LLC: UNH position timeline

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

Alpha Cubed Investments, LLC held 129,302 UNH shares at 2025-12-31 per its 13F-HR filed 2026-02-03.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 129,302 shares
    Change vs previous 13F +4,620 shares

    1.46% of the 13F portfolio, value $42,683,737.

    13F-HR 0001580830-26-000002 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 124,682 shares
    Change vs previous 13F +89,105 shares

    1.5% of the 13F portfolio, value $43,052,756.

    13F-HR 0001580830-25-000008 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 35,577 shares
    Change vs previous 13F +4,953 shares

    0.42% of the 13F portfolio, value $11,098,968.

    13F-HR 0001580830-25-000005 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 30,624 shares
    Change vs previous 13F -2,430 shares

    0.72% of the 13F portfolio, value $16,039,072.

    13F-HR 0001580830-25-000004 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 33,054 shares
    Change vs previous 13F -52,895 shares

    0.76% of the 13F portfolio, value $16,720,475.

    13F-HR 0001085146-25-000304 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 85,949 shares
    Change vs previous 13F -438 shares

    2.24% of the 13F portfolio, value $50,252,607.

    13F-HR 0001085146-24-004668 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 86,387 shares
    Change vs previous 13F +12,143 shares

    2.1% of the 13F portfolio, value $43,993,245.

    13F-HR 0001085146-24-002979 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 74,244 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $36,728,286.

    13F-HR 0001085146-24-001952 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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