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AXS Investments LLC: UNH position timeline

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

AXS Investments LLC held 1,672 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,672 shares
    Change vs previous 13F -339 shares

    0.2% of the 13F portfolio, value $694,933.

    13F-HR 0001801467-26-000008 filed by AXS Investments 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 2,011 shares
    Change vs previous 13F -397 shares

    0.22% of the 13F portfolio, value $544,156.

    13F-HR 0001801467-26-000004 filed by AXS Investments 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/A 2,408 shares
    Change vs previous 13F -333 shares

    0.27% of the 13F portfolio, value $794,905.

    13F-HR/A 0001801467-26-000006 filed by AXS Investments 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/A 2,741 shares
    Change vs previous 13F +910 shares

    0.3% of the 13F portfolio, value $946,467.

    13F-HR/A 0001801467-26-000005 filed by AXS Investments 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 1,831 shares
    Change vs previous 13F -886 shares

    0.23% of the 13F portfolio, value $571,217.

    13F-HR 0001855205-25-000045 filed by AXS Investments 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 2,717 shares
    Change vs previous 13F +208 shares

    0.39% of the 13F portfolio, value $1,423,029.

    13F-HR 0001855205-25-000027 filed by AXS Investments 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 2,509 shares
    Change vs previous 13F -266 shares

    0.35% of the 13F portfolio, value $1,269,203.

    13F-HR 0001855205-25-000004 filed by AXS Investments 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 2,775 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,622,487.

    13F-HR 0001855205-24-000057 filed by AXS Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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