Aufman Associates Inc: UNH position timeline

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

Aufman Associates Inc held 652 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

period ended2026-06-30
13F 652 shares
Change vs previous 13F +652 shares
0.11% of the 13F portfolio, value $270,991.
13F-HR 0001801573-26-000003 filed by Aufman Associates Inc
Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 0 shares
Change vs previous 13F -652 shares
13F-HR 0001801573-26-000002 filed by Aufman Associates Inc
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-12-31
13F 652 shares
Change vs previous 13F 0 shares
0.11% of the 13F portfolio, value $215,232.
13F-HR 0001801573-26-000001 filed by Aufman Associates Inc
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 652 shares
Change vs previous 13F -11 shares
0.13% of the 13F portfolio, value $225,136.
13F-HR 0001801573-25-000007 filed by Aufman Associates Inc
Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 663 shares
Change vs previous 13F 0 shares
0.13% of the 13F portfolio, value $206,709.
13F-HR 0001801573-25-000004 filed by Aufman Associates Inc
Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 663 shares
Change vs previous 13F +1 shares
0.24% of the 13F portfolio, value $346,992.
13F-HR 0001801573-25-000002 filed by Aufman Associates Inc
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 662 shares
Change vs previous 13F 0 shares
0.23% of the 13F portfolio, value $335,117.
13F-HR 0001801573-25-000001 filed by Aufman Associates Inc
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 662 shares
Change vs previous 13F not available
0.25% of the 13F portfolio, value $387,307.
13F-HR 0001801573-24-000005 filed by Aufman Associates Inc
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).