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Disclosery

Annex Advisory Services, LLC: UNH position timeline

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

Annex Advisory Services, LLC held 68,577 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,577 shares
    Change vs previous 13F +42,157 shares

    0.49% of the 13F portfolio, value $28,502,599.

    13F-HR 0001542287-26-000003 filed by Annex Advisory Services, 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 26,420 shares
    Change vs previous 13F +636 shares

    0.13% of the 13F portfolio, value $7,148,867.

    13F-HR 0001542287-26-000002 filed by Annex Advisory Services, 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 25,784 shares
    Change vs previous 13F +8,606 shares

    0.16% of the 13F portfolio, value $8,511,673.

    13F-HR 0001542287-26-000001 filed by Annex Advisory Services, 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 17,178 shares
    Change vs previous 13F -840 shares

    0.13% of the 13F portfolio, value $5,931,673.

    13F-HR 0001542287-25-000002 filed by Annex Advisory Services, 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 18,018 shares
    Change vs previous 13F -41,553 shares

    0.14% of the 13F portfolio, value $5,621,140.

    13F-HR 0001085146-25-003756 filed by Annex Advisory Services, 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 59,571 shares
    Change vs previous 13F +5,021 shares

    0.88% of the 13F portfolio, value $31,200,089.

    13F-HR 0001085146-25-002042 filed by Annex Advisory Services, 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 54,550 shares
    Change vs previous 13F +12,595 shares

    0.83% of the 13F portfolio, value $27,594,668.

    13F-HR 0001085146-25-000240 filed by Annex Advisory Services, 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 41,955 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $24,530,170.

    13F-HR 0001085146-24-004836 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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