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Disclosery

Ballast, Inc.: UNH position timeline

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

Ballast, Inc. held 17,484 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,484 shares
    Change vs previous 13F +1,791 shares

    1.37% of the 13F portfolio, value $7,266,875.

    13F-HR 0001172661-26-002544 filed by Ballast, 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 15,693 shares
    Change vs previous 13F -253 shares

    0.98% of the 13F portfolio, value $4,246,369.

    13F-HR 0001172661-26-002204 filed by Ballast, 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 15,946 shares
    Change vs previous 13F +253 shares

    1.23% of the 13F portfolio, value $5,263,934.

    13F-HR 0001172661-26-000458 filed by Ballast, 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 15,693 shares
    Change vs previous 13F +79 shares

    1.32% of the 13F portfolio, value $5,418,793.

    13F-HR 0001172661-25-004628 filed by Ballast, 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/A 15,614 shares
    Change vs previous 13F +1,152 shares

    1.28% of the 13F portfolio, value $4,871,100.

    13F-HR/A 0001172661-25-004627 filed by Ballast, 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 14,462 shares
    Change vs previous 13F +207 shares

    2.14% of the 13F portfolio, value $7,574,473.

    13F-HR 0001172661-25-001701 filed by Ballast, 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 14,255 shares
    Change vs previous 13F -400 shares

    2.06% of the 13F portfolio, value $7,211,034.

    13F-HR 0001172661-25-000204 filed by Ballast, 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 14,655 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $8,568,485.

    13F-HR 0001172661-24-004273 filed by Ballast, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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