Archford Capital Strategies, LLC: UNH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Archford Capital Strategies, LLC on UNH, newest first. How the timeline and the estimate are built.
Archford Capital Strategies, LLC held 3,005 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 3,005 sharesChange vs previous 13F +142 shares
0.13% of the 13F portfolio, value $1,248,968.
13F-HR 0001606609-26-000003 filed by Archford Capital Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,863 sharesChange vs previous 13F -156 shares
0.09% of the 13F portfolio, value $774,699.
13F-HR 0001606609-26-000002 filed by Archford Capital Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,019 sharesChange vs previous 13F -20 shares
0.12% of the 13F portfolio, value $996,602.
13F-HR 0001606609-26-000001 filed by Archford Capital Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,039 sharesChange vs previous 13F -1,068 shares
0.12% of the 13F portfolio, value $1,049,367.
13F-HR 0001606609-25-000005 filed by Archford Capital Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,107 sharesChange vs previous 13F -10,457 shares
0.16% of the 13F portfolio, value $1,281,361.
13F-HR 0001606609-25-000003 filed by Archford Capital Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 14,564 sharesChange vs previous 13F +5,625 shares
1.12% of the 13F portfolio, value $7,628,124.
13F-HR 0001606609-25-000002 filed by Archford Capital Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,939 sharesChange vs previous 13F +86 shares
0.68% of the 13F portfolio, value $4,522,092.
13F-HR 0001986042-25-000001 filed by Archford Capital Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,853 sharesChange vs previous 13F not available
0.81% of the 13F portfolio, value $5,359,843.
13F-HR 0001986042-24-000017 filed by Archford Capital Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).