Skip to content
Disclosery

Avantax Planning Partners, Inc.: UNH position timeline

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

Avantax Planning Partners, Inc. held 5,163 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,163 shares
    Change vs previous 13F -56 shares

    0.05% of the 13F portfolio, value $2,145,994.

    13F-HR 0001005441-26-000003 filed by Avantax Planning Partners, Inc.
    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 5,219 shares
    Change vs previous 13F -760 shares

    0.04% of the 13F portfolio, value $1,412,194.

    13F-HR 0001005441-26-000002 filed by Avantax Planning Partners, Inc.
    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 5,979 shares
    Change vs previous 13F +178 shares

    0.06% of the 13F portfolio, value $1,973,697.

    13F-HR 0001005441-26-000001 filed by Avantax Planning Partners, Inc.
    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 5,801 shares
    Change vs previous 13F +1,472 shares

    0.06% of the 13F portfolio, value $2,003,002.

    13F-HR 0001005441-25-000004 filed by Avantax Planning Partners, Inc.
    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 4,329 shares
    Change vs previous 13F +652 shares

    0.04% of the 13F portfolio, value $1,350,591.

    13F-HR 0001085146-25-004767 filed by Avantax Planning Partners, Inc.
    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 3,677 shares
    Change vs previous 13F -258 shares

    0.07% of the 13F portfolio, value $1,925,729.

    13F-HR 0001085146-25-002418 filed by Avantax Planning Partners, Inc.
    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 3,935 shares
    Change vs previous 13F +250 shares

    0.07% of the 13F portfolio, value $1,990,533.

    13F-HR 0001085146-25-000921 filed by Avantax Planning Partners, Inc.
    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 3,685 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,154,733.

    13F-HR 0001085146-24-005692 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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