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Beacon Pointe Advisors, LLC: UNH position timeline

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

Beacon Pointe Advisors, LLC held 115,374 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,374 shares
    Change vs previous 13F -7,375 shares

    0.22% of the 13F portfolio, value $47,952,911.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, 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 122,749 shares
    Change vs previous 13F +40,055 shares

    0.18% of the 13F portfolio, value $33,214,603.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, 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 82,694 shares
    Change vs previous 13F +11,341 shares

    0.19% of the 13F portfolio, value $27,298,246.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, 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 71,353 shares
    Change vs previous 13F +10,922 shares

    0.21% of the 13F portfolio, value $24,638,310.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, 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 60,431 shares
    Change vs previous 13F -215 shares

    0.2% of the 13F portfolio, value $18,852,699.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, 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 60,646 shares
    Change vs previous 13F +1,541 shares

    0.36% of the 13F portfolio, value $31,763,228.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, 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 59,105 shares
    Change vs previous 13F -4,251 shares

    0.33% of the 13F portfolio, value $29,898,922.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, 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 63,356 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $37,043,117.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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