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Disclosery

Asset Dedication, LLC: UNH position timeline

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

Asset Dedication, LLC held 6,239 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,239 shares
    Change vs previous 13F -459 shares

    0.16% of the 13F portfolio, value $2,592,957.

    13F-HR 0001475896-26-000003 filed by Asset Dedication, 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 6,698 shares
    Change vs previous 13F -1,572 shares

    0.13% of the 13F portfolio, value $1,812,370.

    13F-HR 0001475896-26-000002 filed by Asset Dedication, 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 8,270 shares
    Change vs previous 13F +199 shares

    0.18% of the 13F portfolio, value $2,729,946.

    13F-HR 0001475896-26-000001 filed by Asset Dedication, 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 8,071 shares
    Change vs previous 13F -1,068 shares

    0.19% of the 13F portfolio, value $2,786,923.

    13F-HR 0001475896-25-000006 filed by Asset Dedication, 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 9,139 shares
    Change vs previous 13F -1,619 shares

    0.21% of the 13F portfolio, value $2,851,190.

    13F-HR 0001475896-25-000005 filed by Asset Dedication, 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 10,758 shares
    Change vs previous 13F -469 shares

    0.46% of the 13F portfolio, value $5,634,641.

    13F-HR 0001475896-25-000002 filed by Asset Dedication, 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 11,227 shares
    Change vs previous 13F -2,526 shares

    0.45% of the 13F portfolio, value $5,679,154.

    13F-HR 0001475896-25-000001 filed by Asset Dedication, 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 13,753 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $8,041,318.

    13F-HR 0001475896-24-000005 filed by Asset Dedication, LLC
    Filed (acceptance time not in the bulk data set), ingested

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