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Applied Capital LLC/FL: UNH position timeline

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

Applied Capital LLC/FL held 6,522 UNH shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,522 shares
    Change vs previous 13F -15 shares

    1.59% of the 13F portfolio, value $2,394,096.

    13F-HR 0001965393-26-000004 filed by Applied Capital LLC/FL
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,537 shares
    Change vs previous 13F +10 shares

    1.82% of the 13F portfolio, value $2,716,973.

    13F-HR 0001965393-26-000002 filed by Applied Capital LLC/FL
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,527 shares
    Change vs previous 13F +362 shares

    1.28% of the 13F portfolio, value $1,766,141.

    13F-HR 0001172661-26-001622 filed by Applied Capital LLC/FL
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,165 shares
    Change vs previous 13F +788 shares

    1.39% of the 13F portfolio, value $2,035,128.

    13F-HR 0001172661-26-000206 filed by Applied Capital LLC/FL
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,377 shares
    Change vs previous 13F +449 shares

    1.33% of the 13F portfolio, value $1,856,678.

    13F-HR 0001172661-25-004444 filed by Applied Capital LLC/FL
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,928 shares
    Change vs previous 13F +438 shares

    1.14% of the 13F portfolio, value $1,537,388.

    13F-HR 0001172661-25-002713 filed by Applied Capital LLC/FL
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,490 shares
    Change vs previous 13F -3 shares

    1.89% of the 13F portfolio, value $2,351,638.

    13F-HR 0001172661-25-001549 filed by Applied Capital LLC/FL
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,493 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $2,272,829.

    13F-HR 0001172661-25-000288 filed by Applied Capital LLC/FL
    Filed (acceptance time not in the bulk data set), ingested

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