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Benchmark Investment Advisors LLC: UNH position timeline

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

Benchmark Investment Advisors LLC held 2,032 UNH shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 2,032 shares
    Change vs previous 13F -1,197 shares

    0.69% of the 13F portfolio, value $1,064,373.

    13F-HR 0001104659-25-049175 filed by Benchmark Investment 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 ended2024-12-31
    13F 3,229 shares
    Change vs previous 13F -117 shares

    1.06% of the 13F portfolio, value $1,633,470.

    13F-HR 0001104659-25-012608 filed by Benchmark Investment 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 ended2024-09-30
    13F 3,346 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $1,956,293.

    13F-HR 0001104659-24-117601 filed by Benchmark Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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