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Disclosery

Ballentine Partners, LLC: UNH position timeline

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

Ballentine Partners, LLC held 15,641 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,641 shares
    Change vs previous 13F +570 shares

    0.08% of the 13F portfolio, value $6,500,856.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, 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 15,071 shares
    Change vs previous 13F -1,648 shares

    0.06% of the 13F portfolio, value $4,078,323.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, 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 16,719 shares
    Change vs previous 13F +550 shares

    0.08% of the 13F portfolio, value $5,519,100.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, 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 16,169 shares
    Change vs previous 13F -80 shares

    0.08% of the 13F portfolio, value $5,583,145.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, 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 16,249 shares
    Change vs previous 13F -1,301 shares

    0.08% of the 13F portfolio, value $5,069,192.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, 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 17,550 shares
    Change vs previous 13F +448 shares

    0.16% of the 13F portfolio, value $9,191,797.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, 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 17,102 shares
    Change vs previous 13F -229 shares

    0.15% of the 13F portfolio, value $8,650,966.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, 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 17,331 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $10,132,797.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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