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Disclosery

American Trust: UNH position timeline

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

American Trust held 0 UNH shares at 2025-06-30 per its 13F-HR filed 2025-09-03.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -11,657 shares

    13F-HR 0001905128-25-000007 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 11,657 shares
    Change vs previous 13F -1,637 shares

    1.51% of the 13F portfolio, value $6,105,354.

    13F-HR 0001905128-25-000004 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 13,294 shares
    Change vs previous 13F -803 shares

    0.51% of the 13F portfolio, value $6,724,903.

    13F-HR 0001905128-25-000002 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 14,097 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $8,242,234.

    13F-HR 0001905128-24-000008 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

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