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Disclosery

Belpointe Asset Management LLC: UNH position timeline

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

Belpointe Asset Management LLC held 11,412 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,412 shares
    Change vs previous 13F +1,207 shares

    0.15% of the 13F portfolio, value $4,743,354.

    13F-HR 0001721242-26-000005 filed by Belpointe Asset Management 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 10,205 shares
    Change vs previous 13F +677 shares

    0.1% of the 13F portfolio, value $2,761,652.

    13F-HR 0001721242-26-000004 filed by Belpointe Asset Management 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 9,528 shares
    Change vs previous 13F +481 shares

    0.11% of the 13F portfolio, value $3,145,660.

    13F-HR 0001721242-26-000001 filed by Belpointe Asset Management 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 9,047 shares
    Change vs previous 13F -2,118 shares

    0.12% of the 13F portfolio, value $3,124,423.

    13F-HR 0001721242-25-000007 filed by Belpointe Asset Management 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 11,165 shares
    Change vs previous 13F +2,051 shares

    0.15% of the 13F portfolio, value $3,483,523.

    13F-HR 0001721242-25-000005 filed by Belpointe Asset Management 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 9,114 shares
    Change vs previous 13F +315 shares

    0.25% of the 13F portfolio, value $4,773,664.

    13F-HR 0001721242-25-000004 filed by Belpointe Asset Management 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 8,799 shares
    Change vs previous 13F +38 shares

    0.31% of the 13F portfolio, value $5,192,357.

    13F-HR 0001721242-25-000002 filed by Belpointe Asset Management 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 8,761 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $5,123,271.

    13F-HR 0001721242-24-000011 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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