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Aspen Grove Capital, LLC: UNH position timeline

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

Aspen Grove Capital, LLC held 4,395 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,395 shares
    Change vs previous 13F +35 shares

    0.26% of the 13F portfolio, value $1,826,982.

    13F-HR 0001806027-26-000008 filed by Aspen Grove Capital, 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 4,360 shares
    Change vs previous 13F -97 shares

    0.23% of the 13F portfolio, value $1,179,904.

    13F-HR 0001806027-26-000006 filed by Aspen Grove Capital, 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 4,457 shares
    Change vs previous 13F -15 shares

    0.26% of the 13F portfolio, value $1,471,565.

    13F-HR 0001806027-26-000002 filed by Aspen Grove Capital, 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 4,472 shares
    Change vs previous 13F +1,752 shares

    0.26% of the 13F portfolio, value $1,544,308.

    13F-HR 0001806027-25-000003 filed by Aspen Grove Capital, 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 2,720 shares
    Change vs previous 13F +1,608 shares

    0.14% of the 13F portfolio, value $848,558.

    13F-HR 0001085146-25-005248 filed by Aspen Grove Capital, 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 1,112 shares
    Change vs previous 13F -110 shares

    0.11% of the 13F portfolio, value $582,413.

    13F-HR 0001085146-25-003149 filed by Aspen Grove Capital, 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 1,222 shares
    Change vs previous 13F -107 shares

    0.13% of the 13F portfolio, value $618,162.

    13F-HR 0001085146-25-001466 filed by Aspen Grove Capital, 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 1,329 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $777,040.

    13F-HR 0001085146-24-005621 filed by Aspen Grove Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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