Skip to content
Disclosery

Berbice Capital Management LLC: UNH position timeline

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

Berbice Capital Management LLC held 100 UNH shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 100 shares
    Change vs previous 13F -6 shares

    0.02% of the 13F portfolio, value $36,708.

    13F-HR 0002051605-26-000004 filed by Berbice Capital Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 106 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $44,057.

    13F-HR 0002051605-26-000003 filed by Berbice Capital 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 ended2026-03-31
    13F 106 shares
    Change vs previous 13F -1,000 shares

    0.02% of the 13F portfolio, value $34,992.

    13F-HR 0002051605-26-000002 filed by Berbice Capital 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 ended2025-12-31
    13F 1,106 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $365,102.

    13F-HR 0002051605-26-000001 filed by Berbice Capital 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 ended2025-09-30
    13F 1,106 shares
    Change vs previous 13F -524 shares

    0.24% of the 13F portfolio, value $381,902.

    13F-HR 0002051605-25-000005 filed by Berbice Capital 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 ended2025-06-30
    13F 1,630 shares
    Change vs previous 13F -4,000 shares

    0.36% of the 13F portfolio, value $508,511.

    13F-HR 0002051605-25-000004 filed by Berbice Capital 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 ended2025-03-31
    13F 5,630 shares
    Change vs previous 13F -1,371 shares

    2.54% of the 13F portfolio, value $2,948,713.

    13F-HR 0002051605-25-000003 filed by Berbice Capital 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 ended2024-12-31
    13F 7,001 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $3,541,526.

    13F-HR 0002051605-25-000001 filed by Berbice Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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