Skip to content
Disclosery

Aptus Capital Advisors, LLC: UNH position timeline

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

Aptus Capital Advisors, LLC held 71,068 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,068 shares
    Change vs previous 13F +13,270 shares

    0.22% of the 13F portfolio, value $29,538,183.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, 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 57,798 shares
    Change vs previous 13F -12,407 shares

    0.13% of the 13F portfolio, value $15,639,673.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, 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 70,205 shares
    Change vs previous 13F +707 shares

    0.2% of the 13F portfolio, value $23,175,287.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, 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 69,498 shares
    Change vs previous 13F -4,241 shares

    0.22% of the 13F portfolio, value $23,997,751.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, 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 73,739 shares
    Change vs previous 13F -10,494 shares

    0.23% of the 13F portfolio, value $23,004,215.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, 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 84,233 shares
    Change vs previous 13F +6,766 shares

    0.5% of the 13F portfolio, value $44,116,906.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, 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 77,467 shares
    Change vs previous 13F +15,175 shares

    0.47% of the 13F portfolio, value $39,187,800.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, 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 62,292 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $36,420,887.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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