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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

  1. period ended2026-06-30
    13F 4,352 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 4,756 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 4,558 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 2,107 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 1,563 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 842 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 774 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 774 shares
    Change 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), ingested

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