Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on UNH, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 77,338 UNH shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 77,338 shares
    Change vs previous 13F +7,818 shares

    0.13% of the 13F portfolio, value $24,127,035.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 69,520 shares
    Change vs previous 13F +1,570 shares

    0.22% of the 13F portfolio, value $36,411,057.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 67,950 shares
    Change vs previous 13F +315 shares

    0.22% of the 13F portfolio, value $34,373,250.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 67,635 shares
    Change vs previous 13F -3,867 shares

    0.26% of the 13F portfolio, value $39,544,923.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 71,502 shares
    Change vs previous 13F +33,872 shares

    0.26% of the 13F portfolio, value $36,413,158.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 37,630 shares
    Change vs previous 13F +5,074 shares

    0.17% of the 13F portfolio, value $18,615,706.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 32,556 shares
    Change vs previous 13F +266 shares

    0.17% of the 13F portfolio, value $17,139,871.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 32,290 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $16,280,210.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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