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Disclosery

BAILARD, INC.: UNH position timeline

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

BAILARD, INC. held 53,368 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,368 shares
    Change vs previous 13F -29 shares

    0.45% of the 13F portfolio, value $22,181,400.

    13F-HR 0001172661-26-002958 filed by BAILARD, 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 53,397 shares
    Change vs previous 13F -6,827 shares

    0.33% of the 13F portfolio, value $14,448,732.

    13F-HR 0001172661-26-001642 filed by BAILARD, 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 60,224 shares
    Change vs previous 13F -3,685 shares

    0.44% of the 13F portfolio, value $19,880,591.

    13F-HR 0001172661-26-000466 filed by BAILARD, 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 63,909 shares
    Change vs previous 13F -10,564 shares

    0.48% of the 13F portfolio, value $22,067,724.

    13F-HR 0001172661-25-004491 filed by BAILARD, 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 74,473 shares
    Change vs previous 13F -1,402 shares

    0.54% of the 13F portfolio, value $23,233,294.

    13F-HR 0001172661-25-002963 filed by BAILARD, 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 75,875 shares
    Change vs previous 13F +581 shares

    1.03% of the 13F portfolio, value $39,739,450.

    13F-HR 0001172661-25-001565 filed by BAILARD, 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 75,294 shares
    Change vs previous 13F -393 shares

    0.97% of the 13F portfolio, value $38,088,145.

    13F-HR 0001172661-25-000513 filed by BAILARD, 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 75,687 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $44,252,836.

    13F-HR 0001172661-24-004423 filed by BAILARD, INC.
    Filed (acceptance time not in the bulk data set), ingested

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