Atlas Legacy Advisors, LLC: UNH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atlas Legacy Advisors, LLC on UNH, newest first. How the timeline and the estimate are built.
Atlas Legacy Advisors, LLC held 2,660 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 2,660 sharesChange vs previous 13F +611 shares
0.16% of the 13F portfolio, value $1,066,281.
13F-HR 0002054111-26-000004 filed by Atlas Legacy Advisors, 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 2,049 sharesChange vs previous 13F -51 shares
0.1% of the 13F portfolio, value $556,442.
13F-HR 0002054111-26-000003 filed by Atlas Legacy Advisors, 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 2,100 sharesChange vs previous 13F +7 shares
0.12% of the 13F portfolio, value $697,466.
13F-HR 0002054111-26-000001 filed by Atlas Legacy Advisors, 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 2,093 sharesChange vs previous 13F +946 shares
0.14% of the 13F portfolio, value $722,713.
13F-HR 0002054111-25-000006 filed by Atlas Legacy Advisors, 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 1,147 sharesChange vs previous 13F -756 shares
0.08% of the 13F portfolio, value $357,830.
13F-HR 0002054111-25-000005 filed by Atlas Legacy Advisors, 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 1,903 sharesChange vs previous 13F -251 shares
0.25% of the 13F portfolio, value $996,696.
13F-HR 0002054111-25-000003 filed by Atlas Legacy Advisors, 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 2,154 sharesChange vs previous 13F not available
0.26% of the 13F portfolio, value $1,089,622.
13F-HR 0002054111-25-000002 filed by Atlas Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).