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Disclosery

BFSG, LLC: UNH position timeline

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

BFSG, LLC held 1,277 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,277 shares
    Change vs previous 13F -74 shares

    0.05% of the 13F portfolio, value $530,760.

    13F-HR 0001706836-26-000003 filed by BFSG, 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 1,351 shares
    Change vs previous 13F -79 shares

    0.03% of the 13F portfolio, value $365,568.

    13F-HR 0001706836-26-000002 filed by BFSG, 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 1,430 shares
    Change vs previous 13F -709 shares

    0.05% of the 13F portfolio, value $472,058.

    13F-HR 0001706836-26-000001 filed by BFSG, 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 2,139 shares
    Change vs previous 13F +108 shares

    0.07% of the 13F portfolio, value $738,597.

    13F-HR 0001706836-25-000007 filed by BFSG, 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 2,031 shares
    Change vs previous 13F +47 shares

    0.07% of the 13F portfolio, value $633,612.

    13F-HR 0001706836-25-000005 filed by BFSG, 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 1,984 shares
    Change vs previous 13F -5,192 shares

    0.13% of the 13F portfolio, value $1,039,120.

    13F-HR 0001706836-25-000004 filed by BFSG, 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 7,176 shares
    Change vs previous 13F -140 shares

    0.42% of the 13F portfolio, value $3,630,169.

    13F-HR 0001706836-25-000002 filed by BFSG, 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 7,316 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $4,277,655.

    13F-HR 0001706836-24-000008 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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