Balentine LLC: UNH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Balentine LLC on UNH, newest first. How the timeline and the estimate are built.
Balentine LLC held 4,352 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 4,352 sharesChange vs previous 13F -404 shares
0.06% of the 13F portfolio, value $1,808,822.
13F-HR 0001398344-26-013694 filed by Balentine LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,756 sharesChange vs previous 13F +198 shares
0.05% of the 13F portfolio, value $1,286,926.
13F-HR 0001398344-26-007159 filed by Balentine LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,558 sharesChange vs previous 13F +2,451 shares
0.06% of the 13F portfolio, value $1,504,641.
13F-HR 0001398344-26-001814 filed by Balentine LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,107 sharesChange vs previous 13F +544 shares
0.03% of the 13F portfolio, value $727,547.
13F-HR 0001398344-25-020500 filed by Balentine LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,563 sharesChange vs previous 13F +721 shares
0.02% of the 13F portfolio, value $487,609.
13F-HR 0001398344-25-014447 filed by Balentine LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 842 sharesChange vs previous 13F +68 shares
0.02% of the 13F portfolio, value $440,998.
13F-HR 0001398344-25-008628 filed by Balentine LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 774 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $391,536.
13F-HR 0001398344-25-001347 filed by Balentine LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 774 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $452,542.
13F-HR 0001398344-24-019665 filed by Balentine LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).